Tax Pros: How to Create a Tax Pro Account

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. This article will provide instructions on how to create a tax pro account.

If you already have a CoinTracker account that you would like to convert to a tax pro account, click here to skip to the relevant instructions.

How to create a tax pro account

To create a tax pro account, follow these steps:

1. Go to https://www.cointracker.io/tax-pros
2. Click Sign up as Tax Pro
3. 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.

How to 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:

1. Go to your CoinTracker Settings page
   
2. Click the Account tab
3. Scroll to 'I am a tax professional' and click the toggle to 'On'