TaxJar Advisor: How do I manage client account notifications?

When you connect your client's TaxJar account to your Tax Advisor account, you now are managing their TaxJar activities.

  • Please note, all account and email notifications will then automatically be transferred to you.

You can enable or disable this by clicking "View" next to your client in your Client Manager, and selecting "Dashboard." 

  1. Please go to your client's Account.
  2. On the left, please select  "Notification preferences"  and you'll see the option to manage the notifications you receive on behalf of your client.

You (or the client) can uncheck these boxes in the client account at any time if you do not want to receive system notification emails regarding this account.