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  1. Ledgible
  2. Ledgible Crypto Tax Pro

Ledgible Crypto Tax Pro

Crypto Tax solution for Professionals

Overview

  • Overview for Tax Professionals
  • Getting Started with Ledgible Tax Pro

Client Management

  • Client Management Dashboard Overview
  • Invited Client Sign Up Flow
  • Accessing a Client (Taxpayer) Account
  • Viewing (and Understanding) Client Tax Account Status
  • Viewing (and Understanding) Client Payment Status
  • Updating Client Details
See all 10 articles

Team Management

  • Team Management Dashboard Overview
  • Viewing (and Understanding) Team Members Status and Permission
  • Adding a Tax Preparer as a Team Member
  • Accepting a Team Member Invite From a Tax Preparer
  • Sharing An Invite Link Directly With a Team Member
  • Resending an Invite Email to a Team Member
See all 9 articles

Reports

  • Wolters Kluwer CCH Axcess™ - Exporting Your Ledgible Crypto Tax Records
  • UltraTax CS - Importing Your Ledgible Crypto Tax Records
  • Reports Overview
  • Report Types
  • Creating Reports
  • Purchasing Reports

Administration and Settings

  • Changing Your Password
  • Enabling Two Factor Authentication
  • Disabling Two-Factor Authentication
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