You can invite your clients to LumaTax to input their own information via a nexus survey and upload transaction data and documents.
If your client cannot locate the email, you can resend the invitation. Follow the steps below.
Steps:
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From the Practice Summary, select your client from the drop-down menu in the upper-left.
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From the Client Dashboard, navigate to the Client Connect card.
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If your client has joined but has not accepted the invitation, click Resend Invite.
Note: If your client has accepted the invitation but says they cannot access LumaTax, the client should reset their password. See [article] -
Verify your client's email address and make corrections if needed.
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Click Send Invite.
Tip: Encourage your client to check spam/ junk/ promotion folders if they still cannot locate the email. The invitation will come from support@lumatax.com.
