Crypto Tax Calculator

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

Inviting team members to the platform

Where you can manage your accountant workspace settings, including your profile, billing and team members.

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

Where you can manage your clients' settings including account, tax, portfolio, and plan.

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Track the progress of all tickets related to your company.

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