Share files with your clients through a secure online portal branded with your own logo or photo and streamline the document exchange process between tax practitioner and a client while saving time and trees. Communicate with your clients via a built-in chat messenger included as a part of the Client Portal. Unlimited storage is provided to all licensees except for holders of a 1-Time Use plan. Upload an unlimited number of files of up to 100 MGB each and store them in an organized manner. You can also embed the Client Portal on your own website for easy access by your clients.
Use the portal to send the clients questionnaire. Supplement the information your client sends you with his or her tax transcripts and our professional email import tool, and you will have gathered all the information about the case in one single tax resolution application