When a CPA user has decided to have their Client enter their tax information into BitTaxer, the CPA user will first enter the Client's name and contact info into their CPA Client list.
Next, an email is sent to the Client, asking the Client to create a new password:
Clicking the link in the above email directs the Client user to the reset password screen:
Clicking continue after the password reset will direct the Client user to the BitTaxer login screen:
The Client user would land on their Dashboard, giving them the ability to either enter their transaction data directly from the Dashboard or to follow the BitTaxer Guidance system:
For information on the user Dashboard, please review the User Dashboard Knowledge Base article.