Software Features

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 that saves time and saves trees. Communicate with your clients via a built-in chat messenger included as 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 20MB each and store them in organized manner. You can also embed the Client Portal page on your own website for easy access by your clients.