TaxJar Pro: Managing your client's Plus account

Tax Advisors using TaxJar Pro can manage TaxJar Plus client accounts within their Client Manager dashboard! 

How to invite an existing TaxJar Plus account to your TaxJar Pro account?
How to invite and set up a new client on a Plus subscription?
Can I control the billing for my client's Plus account?
How to upgrade your client's Basic account to a Plus account?
How to manage changes for your client's Plus account? 
Additional Resources

How to invite an existing client's Plus account to your TaxJar Pro account?

If your client already has a TaxJar Plus account, you can invite them from your TaxJar Pro account: 

  1. Click the green "Add New Client" button at the top of your Client Manager and you'll see the option to invite a client to your TaxJar Pro account.
  2. You'll confirm your client's TaxJar plan as either Basic or Plus.
    We show you how to invite a client's Basic account here.
  3. Upon confirming Plus, the option to select billing will automatically be selected. 
    *At this time, all client Plus accounts are billed directly through the client. 

How to invite and set up a new client on a Plus subscription to your TaxJar Pro account?

If your new clients do not have an existing TaxJar account, you can sign them up as Plus subscribers from within your TaxJar Pro account. 

  1. Click the green "Add New Client" button at the top of your Client Manager and you'll see the option to invite a client to your TaxJar Pro account.
  2. Complete your client's information and select Plus.
  3. Upon submission, a member of our Plus team will reach out with more information!  

Can I control the billing for my client's Plus account?

All Plus client accounts are required to be billed directly via TaxJar.

How to upgrade your client's Basic account to a client Plus account?

Please contact Plus Sales team at 855-800-6681.

How to manage changes for your client's Plus account? 

Please request support for your client's Plus account via the contact details within their TaxJar Account > Plus Support. 

Additional Resources

We provide more information here on how to set up and navigate your TaxJar Pro account. 

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