## 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