Logo
Submit a request
Sign in
  1. Ledgible
  2. Ledgible Tax Pro
  3. Client Management

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
  • Viewing (and Understanding) Client Payment Status
  • Accessing a Client (Taxpayer) Account
  • Updating Client Details
  • Changing a Client's Tax Year
  • Changing a Client's Calculation Method (LIFO/FIFO/HIFO)
  • Running a Tax Update Refresh For a Client
  • Revoking Consent To Access A Client's Account
  • Removing a Client Account
Powered by Zendesk