Crypto Tax Calculator

Aymon Holth

Guides and common practices for using the accountant portal

For accountants who want to invite clients to the platform

Here we explain one of the few different ways you can manage your clients in the accountant suite.

We explain what the client sees on their end after the accountant invite has been sent

Once the client has accepted the accountant invitation, there are some actions outlined below that the client can take

A guide to different roles' access and how to invite and work with your colleagues.

Where you can manage your clients' details, tax and inventory method settings, and integrations.

Here we explain one of the few different ways you can manage your clients in the accountant suite

You can get the client to come onto the platform as you it as a self-service product

Upgrading your account from the individual plan to the accountant plan or creating an accountant account.

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