Crypto Tax Calculator's Accountant Suite lets accountants invite clients to work on importing and reconciling transactions and generating reports.
Note:
Accountants must have the account suite to utilize the invite feature.
At this stage, only the accountant can invite the client onto the platform, but not vice versa (i.e., the client cannot invite the accountant onto the platform).
If you and your client are in different jurisdictions (e.g., you are using a US accountant portal, but your client has a CA account.), you can not invite them. Check here for how to handle it.
How to invite my client?
There are three ways to invite your client.
Send a client your personal invitation link.
Add a new client with their email address. They will receive an invitation once you add them.
Add a new client first, and you can invite them later if you decide to.
See the details below.
1. Invite clients using your Personal Client Invitation Link.
1. Invite clients using your Personal Client Invitation Link.
You can copy your personal client invitation link on your My Clients or Settings page and then send it to your clients.
a. Clients page
b. Workspace Settings > Account
Feel free to customize your personal client invitation link by clicking Change your invite code on the settings page.
2. Add a new client with their email address.
2. Add a new client with their email address.
a. Go to the My Clients page, then click +New client.
b. Enter your Client's name and email address, then click Add client. Your client will receive your invitation straight away.
3. Add a new client first, then invite them later if you decide to.
3. Add a new client first, then invite them later if you decide to.
a. Go to the My Clients page, then click +New client.
b. Enter your Client's name. Leave the email address blank. Then click Add client.
c. When you decide to invite them later, go to your My Clients page and click Invite Client under your client's name.
d. Enter your name and the client's email address, then click Invite.
How can my client accept my invitation?
1. Clients with no Crypto Tax Calculator account yet
Invited via personal client invitation link | The client will be prompted to sign up for a CTC account once they click the link. |
Invited via add new client button | The client will receive an email inviting them to sign up for a Crypto Tax Calculator account. If they use that link, their data will be shared with you automatically. |
2. Clients with existing Crypto Tax Calculator accounts
Invited via personal client invitation link | The client will receive a pop-up message once they click the link. |
Invited via add new client button | The client will receive a pop-up message once they log in to their CTC account. |
When clients are invited via a personal client invitation link, they will see a message similar to the image below when they log into their CTC account.
Invitation Status
On the Status column of your Clients page, you will see five possible statuses:
Status | Explanation / Example | Note |
Accepted | The client (Alice Brown) accepted the invitation. You will no longer have the 'invite client' link; no other status, such as revoked, declined, etc. is shown. | If you paid for the subscription, the client will have the same access as you do. |
Pending | You invited your client (Brian Carter) and are waiting for the client to accept it. You will see a 'clock icon' beside their email address. | You can ask your client to accept the invitation by going to their 'Settings' page in the Permissions section to accept your invitation. |
Revoked | The client (Charlie Davis) accepted your invitation before but has revoked it. | Read this guide to learn what happens if the client revokes your access. You can resend them an invitation if needed. |
Declined | The client (David Evans) declined your invitation. | You can resend them an invitation if needed. |
Not invited | You haven't invited the client (Emma Foster) yet, so you'll have the 'Invite client' link. |
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Important Information regarding data ownership
Once the client accepts the accountant's invitation, they will have two data sets to choose from.
The data set that the client imported
The data set that the accountant imported
Only the client can select which data set is the one shared with the accountant. The client can change this via Settings -> Permissions -> Working Data (see below).
Kindly check the guide for a detailed explanation of how these two sets of working data operate.
FAQ
Q: I have a US accountant suite. Can I invite my client's CA account to my portal?
Absolutely! The CTC account portal lets you manage clients from various countries and jurisdictions. 😊
When adding a new client, ensure you select the correct country in the 'Add New Client' window. Please note that you cannot change the country once the client is added.
