TaxJar Advisor: Can I use AutoFile Credits across multiple clients?


AutoFile Credits can definitely be used across multiple clients (using TaxJar, of course) if you have a TaxJar account for Tax Advisors and we share more info at the bottom of this article. 🎉

A few important items to note here:

  • To apply your AutoFile Credits to multiple clients, you will need to manage those clients' billing.
  • AutoFile Credits won't expire as long as the TaxJar account is active (please see the FAQ at the end of this article
  • AutoFile Credits are non-refundable but the Credits can be used as long as the account is active!