With our platform, we have a useful feature for accountants who want to invite their clients onto the platform so that they can collaboratively work on their reports.
Please note that accountants must have the accountant suite in order to utilize the 'invite' feature. Also, at this stage, only the accountant can invite the client onto the platform and not vice versa (i.e., the client cannot invite the accountant onto the platform).
1. Go to the 'Clients' page then click '+ Add new client' in order to create a client profile:
2. Enter the name of your client and their email address then click 'Add client':
3. From here, you can click the 'Invite Client' button next to your client's name:
4. This will then open up a box where you can enter your name as the accountant, and provide your client's email address (if you haven't done so already), then simply click 'Invite':
5. From here, the client will receive an email in their inbox, inviting them to sign up to CryptoTaxCalculator and join your accountant portal. Once signed up, they can import their data on their end and then both of you will be able to review the transactions, make edits and generate the reports. If the client already has an account with us they can just log in and go to settings to accept the invite. They will have to choose which data they want to show, either client-side data (aka 'my imported data') or the accountant side data (aka 'accountant data'). More on this below.
NOTE: if the invited client has already paid for their subscription, then you (as the accountant) won't have to pay. In other words, we will never double charge you.
Important Information regarding data ownership:
When an accountant invites a client, the client will have to accept the invite and decide which data set to display for both themselves and the accountant.
Say, the accountant has data A and the client has data B.
If the client chooses “My imported Data” - it means now both the client and accountant will see data B.
Client choose “Accountant data” - it means now both the client and accountant will see data A.
If the accountant has uploaded data on their side prior to the invite and the client's account is empty, the accountant data should be selected. If the client has uploaded data prior to the invite, and the accountant side is empty, the client should select their own data. If both parties have uploaded data, the client and accountant should decide which data set should be kept and choose accordingly.