What is a Tax Pro account?
A CoinTracker Tax Pro account is an enhanced CoinTracker account that allows you to view your client’s CoinTracker account and transactions, access their tax reports, and make changes to transactions on behalf of your client.
A Tax Pro account features additional tagging options to empower tax professionals to take different tax approaches than the default in CoinTracker.
How can I create a Tax Pro account or convert my existing account?
You can register for a Tax Pro account here: CoinTracker Tax Pro registration.
You can follow the instructions in our new account guide to create a new account or convert your existing CoinTracker account to a tax pro account.
Can I purchase a CoinTracker plan for my client?
Yes! If your client does not have a paid plan you will be able to purchase on their behalf from the Tax Pro dashboard. You can find step-by-step instructions in our Tax Pro purchasing guide. Your client will need a paid plan to download tax reports.
How do I add clients to my Tax Pro account?
You can easily invite your client's to collaborate on CoinTracker the Tax Pro dashboard. You can refer to our Tax Pro invitation guide for step-by-step instructions.
How can I view or edit my client's account?
Our Tax Pro viewing guide will provide details about viewing your client's account and navigating between different clients and the Tax Pro dashboard. Once you're comfortable with viewing and navigating your client's account, you can check our Tax Pro categorizing and editing guide for instructions about making any modifications to your client's transactions.
Can I modify my client's transactions?
Yes, you can make changes to transactions as if you were your client! Use our Tax Pro editing guide to make changes to your client's transactions, such as editing transaction details or modifying the tax treatment through manual categorization.
Related articles
Tax Pros: How to tag and edit my client’s transactions
Tax Pros: How to invite a client
Tax Pros: How to view a client account
Tax Pros: How to purchase or upgrade a Tax Plan for my client