Tax professional accounts are enhanced CoinTracker accounts that allow you to view your client’s CoinTracker account and transactions, access their tax reports, and make changes to their transactions.
You’ll need to first create a CoinTracker account to get started, then you can invite your first client. If you already have a CoinTracker account you can update your account to a tax pro account.
Update your CoinTracker account to a tax pro account
If you already have a CoinTracker account and would like to change it to a tax pro account, follow these steps:
- Sign in to CoinTracker and navigate to Settings.
- On the Account tab.
- Toggle I am a tax professional on.
You can turn off this setting anytime by following the above steps and toggling it off.