Ledgible Crypto Tax Pro

Overview

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

Client Management

• Linking your Tax Professional account to your clients
• Preparer Pays

• 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

Reports

• Syncing your data to Wolters Kluwer CCH Axcess™
• UltraTax CS - Importing Your Ledgible Crypto Tax Records
• Report Types
• Managing Reports
• Purchasing Reports

Administration and Settings

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