Sharing real-time tax data with your clients starts by inviting them to connect:
Navigate to the Clients Tab
Either click Invite Clients in the checklist or navigate directly to the Client tab.
Add Clients Individually
Click Add Client.
Enter the first name, last name, email address.
Assign a team member to the client.
Invite Clients in Bulk
Download the CSV template.
Add client details and import the file.
Send Invites
Registered users receive an in-app and email notification.
New users receive an email with a free trial invitation and instructions to join TaxTank.
