This guide demonstrates how a tax professional can purchase and upgrade a paid plan on behalf of a client. Paid plans are necessary to access tax calculations and tax reports. For more details about CoinTracker pricing, you can check our pricing guide.
In the Tax Pro dashboard you’ll be able to see if your client has a plan, and if they don't, you'll have the option to purchase one for them.
If you're prompted to upgrade a client who has already purchased a plan, it means that new transactions were added to their account for the previous calendar year, pushing them into a higher pricing tier.
If you are not a tax pro, we have a different guide for purchasing or upgrading a plan.
How to Purchase or Upgrade a CoinTracker Plan for a Client
- Navigate to the Tax Pro dashboard
- Find your client’s email in the ‘Clients’ section
- If your client needs a new tax plan, or to upgrade an existing plan, a red Upgrade Client button will be displayed
- Click Upgrade Client to view the tax plans available for your client
- Click Get started to be taken to the payment section.
- Once you have completed the purchase you will be able to access your client's tax reports.
- You can confirm that the tax plan has been applied successfully by returning to your client list. You should now see a green Purchased button.