Client Management
Add and manage clients in LumaTax.Invite a new client to LumaTax using Client Connect
How to invite a client to complete their own nexus survey and share data.
Written by
Updated 4 months ago
How do I guide my invited client to create a LumaTax account?
Steps for clients to create a LumaTax account to complete their survey and securely share data.
Written by
Updated 4 months ago
Resend an Invitation to a Client
Use these steps to resend a client an invitation to use LumaTax.
Written by
Updated 4 months ago
Complete a Client Profile Yourself
How to manually add a client to enter their profile information yourself.
Written by
Updated 4 months ago
Invite a previously-added client to LumaTax
How to invite a client to complete a survey after you have already added them to your client list.
Written by
Updated 4 months ago
What can my client do/ not do in LumaTax?
Learn more about your client's experience as a LumaTax user.
Written by
Updated 4 months ago
How many clients can I add to LumaTax?
Learn more about when clients count and do not count toward billing thresholds.
Written by
Updated 4 months ago
Archive a Client in LumaTax
Need to remove a client from your firm list? Learn how to archive a client in LumaTax.
Written by
Updated 1 month ago