Get familiar with your Tax Pro Dashboard to start viewing your client accounts and editing their transactions as needed.
- Check the Clients page to see if your client has purchased a CoinTracker plan, which allows you to generate their tax reports. Upgrade their account if needed.
- Click Visit tax center to access your client's account. You’ll be directed to their Taxes page for the current tax year.
- Verify you're viewing your client’s account by checking the Viewing as box in your browser. Return to your client list anytime by clicking Back to Tax Pro Dashboard.