Crypto Tax Calculator's Accountant Suite lets accountants to 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 Clients or Settings page and then send it to your clients.
a. Clients page
b. Settings page
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 Clients page, then click +Add new client.
b. Enter your client's nickname 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 Clients page, then click +Add 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 Clients page and click Invite Client on the far right of the client's nickname.
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 login into their CTC account.
Invitation Status
On the Status column of your Clients page, you will see five possible statuses:
Status | Explanation | Note |
Pending | You already sent your invitation and are waiting for the client to accept it. | You can ask your client to click the link or go to their 'Settings' page in the permission section to accept your invitation. |
Accepted | The client has already accepted your invitation. | If you paid for the subscription, the client will have the same access as you do. |
Declined | The client declined your invitation. | You can resend them an invitation if needed. |
Revoked | The client 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. |
Not invited | You have not yet invited the client. |
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Important Information regarding data ownership
Once the client accepts the accountant's invitation, they will have two working data sets.
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 -> Data management (see below).
Kindly click the guide below for an in-depth explanation of how these two working data sets function.
FAQ
I have a US accountant suite. Can I invite my client's CA account to my portal?
Unfortunately, not at this stage. You can only invite clients with the same tax jurisdiction setting as your accountant portal. If you want to work with your client's CA account, you need to sign up for a CA accountant portal.
Since you can not use the same email address to sign up for a second account, you can use the trick by adding '+' in your email. For example:
| Email address | Account type | Where you receive emails |
Original account | admin@ xxxaccounting.com | US accountant account | admin@ xxxaccounting.com |
The second account | admin+canada@ xxxaccounting.com | CA accountant account | admin@ xxxaccounting.com |
You can have two different accounts in CTC, but all notifications are still sent to admin@ xxxaccounting.com.