How to Send a Koinly Invitation?

Have you ever considered inviting someone to join Koinly and wondered how to send a Koinly invitation? Well, worry no more.

Our Crypto Accountants will guide you through sending a Koinly invitation using easy steps.

5 Steps for Sending Someone a Koinly Invitation!

Why invite somebody on board at Koinly? It is often about facilitating somebody’s crypto tax management. Also, you may want to participate in the referral program from Koinly, right? Let's see these steps in detail:

Step 1: Get Into Your Account on Koinly

First things first, get to your account on Koinly.

After signing in, go to your Koinly dashboard. Ensure your internet connection is strong. If it is not, and the page cannot load, try clearing the cache from your browser.

Step 2: Find the Invitation Option

On your dashboard, you will find a “Team” button. Click it, and another window will open.

Step 3: Enter the Accountant’s Email Address

Opening the invitation section will then lead you to where you are required to enter the accountant’s email address. Make sure to double-check to avoid making any mistakes.

Some systems allow for multiple invitations at a time. Find out if you can include more than one email address.

Step 4: Send the Invitation

Once you enter the email address, look for the “Send Invitation” or “Submit” buttons. By clicking on this button, you will send your invitation.

Koinly will process your request and then email the person invited to join. Be patient; sometimes, the invite takes a few minutes to be sent.

Step 5: Follow Up With the Invitee Accountant

Ask the accountant you invited if they received the invitation.
Watch the video to understand visually:

Final Note from Crypto Accountants!

Sending a Koinly invitation is straightforward; you can complete it in just a few minutes.

Remember, if you encounter any issues during the invitation process, Koinly's customer support is always available to help.

Happy inviting, and here's to easier crypto tax management for everyone!