Welcome to the LumaTax Knowledge Base 👋

Getting Started Checklist

Steps for using LumaTax in your practice.

Written by Valerie Heckman
Updated 3 months ago

How to Sign in to LumaTax

Log in and start using LumaTax.

Written by Valerie Heckman
Updated 3 months ago

Navigating your LumaTax Account

Learn your way around each of the dashboards in LumaTax.

Written by Valerie Heckman
Updated 3 months ago

Which of my clients should I survey?

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

Written by Valerie Heckman
Updated 3 months ago

LumaTax Sales Tax Terminology Glossary

This article provides clarification on terminology you'll find in LumaTax.

LI
Written by LumaTax IT
Updated 3 months ago