Tax Preparers can invite their clients to Ledgible using several different methods. This article will detail how to invite a Tax Payer to Ledgible by sharing your tax professional code, in the instance that the Tax Payer will be billed.
To invite a client to Ledgible by sharing your Tax code:
- Log into your Ledgible Tax professional account.
- Click on the gear icon named Administration.
- On the left side of the page near the bottom, you will have a section called Tax Pro Code. You can copy this code by pressing the copy button to the right.
- Share this code with your client by the medium of your choice.
Once your client has received this code, they can connect their Tax Payer ledgible account to your Tax Professional account by following the instructions detailed in this article.