Welcome to the LumaTax Knowledge Base 👋

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 Valerie Heckman
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 Valerie Heckman
Updated 4 months ago

Resend an Invitation to a Client

Use these steps to resend a client an invitation to use LumaTax.

Written by Valerie Heckman
Updated 4 months ago

Complete a Client Profile Yourself

How to manually add a client to enter their profile information yourself.

Written by Valerie Heckman
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 Valerie Heckman
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 Valerie Heckman
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 Valerie Heckman
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 Valerie Heckman
Updated 1 month ago