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Welcome to the official guide to Ledgible Crypto Tax Pro! This article provides a high level overview of all available dashboards and menu options. Keep an eye out for direct links to each dashboard as well as helpful knowledge base articles with step-by-step instructions or term definitions.
Select any of the following dashboard or menu names to skip to that section:
Client Management
When you log into Ledgible Crypto Tax Pro, the first page you will see is the Client Management dashboard. You can access this dashboard again from any page by clicking on the Clients tab on the left of the top menu. This dashboard allows you to do the following:
- Add new clients
- View the current status of your client accounts: Invited, In Progress, Client Submitted, Report Generated
- View the current payment status of your client accounts (Required in order to run and download reports)
- Open and manage your client accounts (Useful to assist a client if they are stuck or to review a client's account at the same time together)
- Generate and download reports and files
- Resend an invitation email to a client
- Edit client details
- Remove old clients or revoke consent to access a particular client
Manage Team
The Manage Team dashboard is accessed by selecting the second tab (Team) across the top menu. The Team tab allows you to manage and add other preparers from your firm to your Ledgible team. In this dashboard you can do the following:
- Add new team members
- Resend the email invitation to a team member
- Cancel an invitation to a team member
- Copy the direct invite link to personally share with a team member
- Remove team member (account owner only)
Client Reports
The third tab across the top menu, Reports, shows the Client Reports dashboard. This is where you can manage reports for your clients through the following actions:
- Generate tax forms and a variety of reports for your clients
- Create files to be imported into common tax and accounting software
- Download and view the details of previously requested reports and files
Administration
The Administration button is shown to the far right of the top menu, next to a gear icon. This is where you can view and edit your Ledgible Crypto Tax Pro account settings, including the following:
- Account name (View and Edit)
- Ledgible Account ID (View only)
- Tax Pro Code (View and Copy)
- Tax System Account ID (View only)
- Firm ID (View only, optional)
User Options
In the top right corner of all Ledgible application pages, you can select the circle with your initials (or first two letters of your name) to view and edit your user profile, switch Ledgible applications, and logout. Please see the following for a full list of options:
- Profile
- User Account Details:
- Email address
- Account permissions: Administrator (additional permissions are on the roadmap)
- User Since: Sign-up date
- Password Age: Days
- User Settings:
- Default Application: Set what Ledgible application to land on when signing in if you have more than one Ledgible product. This will state "No default application set" until one is set.
- Security:
- Enable or Disable Two-Factor Authentication
- Reset Your Password
- Billing:
- Download Billing Statements
- User Account Details:
- Change Applications: Switch between your Ledgible applications.
- Logout
Support
If you have any questions at any time about using a Ledgible application, select the Support button in the top right corner next to your User Options button to access the following resources:
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- Help: Opens the extensive Ledgible Knowledge Base with helpful videos and step-by-step guides in a new tab
- Contact Us: Complete the form to contact our support team. Also reachable from the Help button shown in the lower right corner on every page. We love getting feedback from our users and we're always glad to help!