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Getting Started

Explore how to get started and navigate LumaTax.

Navigating your LumaTax Account

Learn your way around each of the dashboards in LumaTax.

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Written by LumaTax
Updated 1 year ago

How to Sign in to LumaTax

Log in and start using LumaTax.

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Written by Valerie
Updated 2 years ago

Getting Started Checklist

Steps for using LumaTax in your practice.

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Written by Valerie
Updated 2 years ago

Which of my clients should I survey?

Guidance for identifying at-risk clients to survey using LumaTax.

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Written by Valerie
Updated 2 years ago