This guide is for Tax Pros who want to add clients to their Tax Pro dashboard. Once your client has accepted your invite you will be able to view their CoinTracker account through the Tax Pro dashboard.
How do I invite a client?
Inviting a client to CoinTracker
- Navigate to the Tax Pro dashboard
- Click Invite client
- Enter your client's email address and click Invite
- You will see your client’s email appear in your dashboard with an ‘Invite pending’ status to confirm the invitation email has been sent.
- Once your client has granted access they will appear in your Tax Pro dashboard as ‘Active’ for you to manage.
My client doesn’t have a CoinTracker account.
If your client doesn’t have a CoinTracker account yet, you can still send them an invitation to help get them started with their CoinTracker account. After you invite them with the instructions above, they will receive an email that will help get them with creating an account.
My client has a CoinTracker account.
If your client already has a CoinTracker account, you will be able to view and manage their CoinTracker account once they have accepted your invite. If you are a CoinTracker user looking to invite your Tax Pro, you can follow the instructions from our client guide.