TaxJar Advisor: How do I manage my client's Linked Accounts?
You can manage your client's Linked Accounts by accessing their account via your Client Manager.
- Click "View" next to your client and select Dashboard.
- Select "Account" and then "Linked Accounts."
- Select the button for the cart you'd like to link and follow the steps on the next screen.
💡You can remove a client's Linked Account by following the steps here.