How do I add a client as an agent?

You can add clients individually or in bulk as an agent.

AbraTax supports manual entry and CSV imports.

Steps to add a client

1. Click your username and select Clients

2. Click Add New to enter details manually

3. Or click Import to upload a CSV file

4. Validate and save

For step-by-step guidance, watch our video on How to connect your Agent Services Account and add clients 

Information only, not tax advice.