Getting Started
Explore how to get started and navigate LumaTax.Navigating your LumaTax Account
Learn your way around each of the dashboards in LumaTax.
How to Sign in to LumaTax
Log in and start using LumaTax.
Getting Started Checklist
Steps for using LumaTax in your practice.
Which of my clients should I survey?
Guidance for identifying at-risk clients to survey using LumaTax.