CPA management

As a CPA, How do I Invite a taxpayer?

You can easily send an invitation to your taxpayer client by clicking the “Invite Taxpayer” button on the top right corner of the “Manage Payers” page. Just insert the email address of your client and they can sign up through the link that will be sent to them

As a CPA, How can I switch between payer portfolios?

As a CPA, you can easily switch between your different taxpayers portfolios by clicking “Manage Payers” on the left side menu and selecting your preferred payer. In this page, you may also click the edit button on the right side of each payer to change their first and last name, and their personal identification number.