Tax pro accounts are enhanced CoinTracker accounts that allows you to view your client’s CoinTracker account and transactions, access their tax reports, and make changes to their transactions. If you already have a CoinTracker account you can update your account to a tax pro account. Continue reading for instructions.
Steps to create a tax pro account
- Go to: https://www.cointracker.io/tax-pros
- Click Sign up as Tax Pro.
- Enter your email address, or use a social login to create your tax pro account.
Once you've created your account, you can follow the steps in our guide to invite your first client.
Create a tax pro account with an existing CoinTracker 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.
- Go to the Account page.
- Toggle I am a tax professional on.