After purchasing a report, you can send a link to your tax professional that will give them access to review your imported data. This article explains how to invite a tax professional to view your CoinLedger account and run your tax reports.
Step 1
In the top right corner of the home page, click on the blue banner that reads Add Tax Professional.
Step 2
Next, complete the fields to invite your tax professional and click Send Invite.
What if I want to revoke access from a tax professional I already added to my account?
Easy! If you want to remove a tax professional from your CoinLedger account, follow these steps:
Step 1
Navigate to the top right corner of the page, where you’ll see three icons. Click on the middle one as pictured below.
Step 2
On the next screen it will display Tax Professional accounts with shared access. If you’ve already added a tax professional to your CoinLedger account, you should see their name listed here.
Step 3
To remove them from your CoinLedger account, just click Revoke Access.
As always, if you have any further questions, please don’t hesitate to reach out to our Customer Support Team at any time.