In LumaTax, you can invite clients to input their own information via a nexus survey. We call this Client Connect. If you prefer, you can complete a client's profile yourself. This article explains how to invite a client to complete a survey and share data. Follow the steps below.
- From the Practice Summary homepage, click Clients.
- In the upper right corner, click Add Clients.
- Click Copy link to clipboard. This link is unique to your firm. Clients who setup an account using this link will automatically be added to your client list.
- Paste this URL into an email to your clients. You may consider the below email template or write your own.
Example email template:
Hi [Client name],
Our firm uses LumaTax to securely collect information to determine your sales tax compliance score and perform a detailed state-by-state nexus analysis if needed. Please use this link to create an account and complete a brief survey about your business. You will also have the option to upload transaction data and documents to us using this account.