How to invite family member as a client on Quicko?
To file taxes for a family member, they’ll first need to create their account on Quicko.
Once that’s done, here’s how you can get started:
1. Go to accountant.quicko.com and log in to your Quicko account and click on Invite Client button.
2. Add your family member’s Email address and Name, then click Send Invite
3. Once invited, your family member will see a request under the Requests tab in the My Accountant section of their profile on Quicko.
4. Once they accept, you’ll be added as an Accountant in their profile under My Accountants
5. Back on accountant.quicko.com, your family member’s account will now appear under My Clients.
6. Now you can file taxes of your family member by hovering on their account & click on Manage Taxes to get started.
You’re all set to file your family member’s return!
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