Invite your clients to CoinTracker to collaborate. Once they accept your invitation, you’ll be able to access their CoinTracker account through the Tax Pro Dashboard.
If your client doesn’t have a CoinTracker account when you send the invitation, they’ll receive an email with instructions to create one. Your client needs to have a paid plan in order to grant you access to their account.
Steps to invite a client to CoinTracker
- Navigate to the Tax Pro Dashboard.
- Click Invite client.
- Enter your client's email address and click Invite.
You’ll see an Invite pending status next to your client’s email address in your dashboard, confirming the invitation was sent. Once your client grants you access to their account, an Active status will appear by their email address in your Tax Pro Dashboard.