Yes. Agents can invite clients by email from inside AbraTax.
This allows clients to review and approve submissions before anything is filed with HMRC.
How it works
1. Go to your Agent Dashboard
2. Add or select a client
3. Upload the client’s CSV and save as draft
4. Click Email Client to send an approval request
5. The client confirms via the email link
For step-by-step guidance, watch our video on how to make a submission as an agent.
Information only, not tax advice.
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