Tax Payers can be invited to connect with their Tax Preparer using several different methods. This article will detail how to accept an email invite to connect to your Tax Preparer, in either billing instance.
To accept an email invite to connect to your Tax Preparer:
- Open the email you have received from Ledgible. This email will contain a code, as well as a link to either log in or sign up for Ledgible, depending on whether you have created an account yet.
- Log in or Sign up for your Tax Payer Ledgible account.
- Once logged in, you will have on the right hand side a section named Connect to tax pro. Click the Add Tax Pro button below.
- Enter the code contained in the email you received from Ledgible.
- Click Connect and the accounts will be linked. Note: if the billing model is set to Preparer Pays, there will be a message on this page confirming this.
You can now proceed with adding your wallet and exchange data to your Ledgible account.