Client ManagementAdd and manage clients in LumaTax.
Invite a client to complete Quick Assessment or Profile
How to invite a client to complete their own profile and share data.
Complete a Quick Assessment or Full Profile Yourself
How to manually add a client to enter their profile information yourself.
How do I guide my invited client to create a LumaTax account?
Steps for clients to create a LumaTax account to complete their survey and securely share data.
Resend an Invitation to a Client
Use these steps to resend a client an invitation to use LumaTax.
What can my client do/ not do in LumaTax?
Learn more about your client's experience as a LumaTax user.
How many clients can I add to LumaTax?
Learn more about when clients count and do not count toward billing thresholds.