NOTE: Keep in mind that you can NOT reverse your account back to the individual plan once you upgrade it to the accountant portal.

If you are an accountant who has been using the free version of the platform and now you want to upgrade to the accountant portal in order to add your additional clients, you can follow the below instructions.

NOTE: this guide is only for clients on the free version of the platform. If you are on a paid individual plan already, please contact support.

  1. Log into your CryptoTaxCalculator account:

  2. Select the top right corner profile then 'plans':

  3. Click 'Accountant' then 'Get Started':

  4. From here, you can add in the details for the first client you want to add.

  5. For each additional client that you need to add, you can just select the top right corner in the 'My Clients' tab, then in the right corner '+ Add new client' and go from there:

    From here, you won't have to pay for those additional clients until you go to the 'Get Report' page and generate the reports for them (i.e., this is where you hit the paywall). Again, either you OR the client pays for the subscription (not both).

NOTE: if you haven't yet signed up for a free trial account, make sure to do this first (you can do this here), and then you can follow the instructions above.

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