Getting Started
Explore how to get started and navigate LumaTax.Navigating your LumaTax Account
Learn your way around each of the dashboards in LumaTax.
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Updated 1 year ago
How to Sign in to LumaTax
Log in and start using LumaTax.
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Updated 1 year ago
Getting Started Checklist
Steps for using LumaTax in your practice.
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Updated 1 year ago
Which of my clients should I survey?
Guidance for identifying at-risk clients to survey using LumaTax.
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Updated 1 year ago