Here, we have 2 scenarios. Either your client is an existing Crypto Tax Calculator user and you want to invite them onto the platform OR they are new to Crypto Tax Calculator and need to create a new account.

If your client does not have an existing Crypto Tax Calculator account:

Once you have invited the client to come onto the platform (via email), the client can then click on the email link which they receive from [email protected] and then click 'sign up page', as seen below:

Once the client has entered the platform, they will see this pop-up message:

They can then simply click 'accept' and from here, collaborate with their accountant to import their data, review their transactions and download the reports.

If your client already has an existing Crypto Tax Calculator account:

Once you have invited the client to come onto the platform (via email), the client can then click on the email link which they receive from [email protected] and then click 'settings page', as seen below:

This will bring them to the settings page of their Crypto Tax Calculator account where they will see the accountant invite and can then click 'accept':

Once accepted, the client can then collaborate with their accountant to import their data, review their transactions and download the reports.