Ledgible Crypto Tax Pro
Crypto Tax solution for Professionals
Overview
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
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