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  1. Ledgible
  2. Ledgible Tax Pro

Ledgible Tax Pro

Crypto Tax solution for Professionals

Overview

  • Overview for Tax Professionals

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
See all 14 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
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