How many clients can I add to LumaTax?

Learn more about when clients count and do not count toward billing thresholds.
Written by Valerie
Updated 1 year ago

You can add or invite unlimited clients in LumaTax to complete a nexus survey/ profile and receive an estimated LumaTax Compliance Score.

Nexus surveys and client profiles do not count against your billing thresholds until you upload data and complete a Nexus Analysis Report. 

To review your plan, go to the Hi, [Name] drop-down menu and click Billing. Your client limit and usage data will be visible under Subscription.

Please contact us at if you need assistance. 

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