How do I re-invite a client to my TaxJar Advisor account?

To re-invite your client to your TaxJar Advisor account click on the "Add a new client" button at the top of your Client Manager. 

  • From there you'll see the option to invite a client to your TaxJar Advisor account. 
  • Complete the blank fields and click "Send Invitation".

If you need to remove your client from your TaxJar Advisor account, please email with your client's email address. We have more information here regarding this process.