Client Portal

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

Dashboard

In a clear and chronologically orderly manner, Dashboard allows your clients to access the files and chat messages that have been shared in the Client Portal at any time given, keeping an easy track of the case.

Files

The simpler and faster way to get files to and from clients at any time is through Files. Just as you can share files, your client is able to upload a file, create a folder, export, or delete files from the Client Portal.

Chat

Having a secure channel to communicate with your customers is a very important tool to improve the tax resolution process, so through the Chat you can have conversations with your clients and at the same time attach files to complement your communication.

Settings

Our Client Portal is designed to allow your client to set up your email, change their password, configure the notifications that arrive to their email and even enable 2- Factor Authentication for security purposes.

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Client Portal

Dashboard

Files

Chat

Settings

Software Features

Customer Service

Software

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