Navigating your LumaTax Account

Learn your way around each of the dashboards in LumaTax.

Written by Valerie Heckman
Updated 1 year ago

How to Sign in to LumaTax

Log in and start using LumaTax.

Written by Valerie Heckman
Updated 1 year ago

Getting Started Checklist

Steps for using LumaTax in your practice.

Written by Valerie Heckman
Updated 1 year ago

Which of my clients should I survey?

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

Written by Valerie Heckman
Updated 1 year ago