Client ManagementAdd and manage clients in LumaTax.
How to invite a client to complete their own profile and share data.
How to manually add a client to enter their profile information yourself.
Steps for clients to create a LumaTax account to complete their survey and securely share data.
Use these steps to resend a client an invitation to use LumaTax.
Learn more about your client's experience as a LumaTax user.
Learn more about when clients count and do not count toward billing thresholds.