Can I give my accountant or CPA access to my TaxJar account?

You sure can!

Have your accountant or CPA sign up for a TaxJar pro account. Once that's done, they'll be able to send you an invitation to their account (at the email address you use to login to your TaxJar account) from within their TaxJar Dashboard.

Please note that once you've accepted an invitation to your tax pro's account, your TaxJar billing will be transferred to your accountant. From that point on, we'll bill your invoice directly to your accountant and each month and they'll bill you.

  • At this time, users connected to a TaxJar Pro account cannot purchase annual subscriptions or use AutoFile Credits (which require an annual subscription.)

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