Ledgible Tax Pro
Crypto Tax solution for Professionals
Overview
Client Management
- Preparer Pays: Directly adding clients
- Preparer Pays: Inviting a client to Ledgible by email
- Connecting to your client using your Tax Professional Code
- Inviting a client to Ledgible by email
- Client Management Dashboard Overview
- Adding a Client Account
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