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
- 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