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. 

  1. Click "View" next to your client and select Dashboard. 
  2. Select "Account" and then "Linked Accounts."
  3. Select the button for the cart you'd like to link and follow the steps on the next screen.

Please note, you can always manage your Client's CSV files here when accessing their account. We show you how to import here and offer helpful tips here.

💡You can remove a client's Linked Account by following the steps here