TaxAlert Agent Client List Invite Clients

Bulk Invite Clients

Invite Multiple Clients at Once

Paste client data below, with each client on a new line. The format should be "Name,Email".

Formatting Guide

Each line must contain a name and an email, separated by a comma. For example:

Innovate Inc.,accounts@innovate.com
Builder Bros,admin@builderbros.co.nz

Client Data