Client Management – Ledgible

Client Management Dashboard Overview

Linking your Tax Professional account to your clients

Preparer Pays

Invited Client Sign Up Flow

Accessing a Client (Taxpayer) Account

Viewing (and Understanding) Client Tax Account Status

Viewing (and Understanding) Client Payment Status

Updating Client Details

Changing a Client's Tax Calculation Method

Changing a Client's Tax Year

Running a Tax Update Refresh For a Client

Removing a Client Account