Client Portal
Give your clients a secure and branded platform to log in, upload tax documents, and track their progress. The easy-to-use tax organizer collects all necessary information, and you can customize it with additional questions to suit your needs.
Provide a branded portal where clients can securely log in, upload documents, and interact with your services.
Use our tax organizer to collect all necessary client information, with the ability to add custom questions to fit your specific needs.
Automatically keep your clients updated on the status of their returns, ensuring they always know what’s happening.
Effortlessly make your brand a consistent part of the client experience within the software.
Our in-app tax organizer collects all necessary tax information from your clients. Plus, you have the freedom to add custom questions to fit your needs.
Ensure your clients are always aware of their return status with automated email updates and notifications in the software.
