Ledgible Tax Pro
Crypto Tax solution for Professionals
Overview
Client Management
- Client Management Dashboard Overview
- Adding a Client Account
- Invited Client Sign Up Flow
- Resending an Invite Email to a Client
- Sharing Your Tax Pro Code Directly With Clients
- Viewing (and Understanding) Client Tax Account Status
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