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 support@taxjar.com with your client's email address. We have more information here regarding this process.

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