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Improve Your Clients’ Experience With Our

Client Portal

Client Portal

With SeQwens, you can give your clients access to their own Secure Client Portal

The Client Portal Tool gives your clients the power to upload and share their own documents and easily connect with their tax preparer. No more back-and-forth emails or games of phone tag. With streamlined communication, document sharing, and e-signature tools your tax office will complete returns more efficiently while offering your clients a higher level of service.

Each client portal offers complete personalization options, such as incorporating your logo and selecting a color scheme. You have the flexibility to fine-tune the portal’s layout, background imagery, and even include a personalized welcoming message. With a customizable client portal, your tax practice will have a greater sense of professionalism and show that you care enough about the wellbeing of your clients to invest in tools that make their life easier.

Client Portal in Three Steps

Step #1: Invite A New Client

Invite new clients to create their own SeQwens account through email, text, or sending them your custom link.

Step #2: Create An Account

Now, your client is ready to create their own SeQwens account under your tax office! Have them enter in their name, contact information, and create a unique password.

Step #3: They’re Ready

They now have access to your Client Portal. Have your clients enter their information (similar to a client intake form), upload relevant tax documents, and digitally sign their tax returns, all in one place!

Level-Up Your Customer Service

Are you ready to offer an unparalleled level of customer service? Maybe you are interested but want to learn more before you buy?

We don’t blame you!

Sign-up for a free demo and try SeQwens 100% risk free!

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Columbus, Ohio 43206
(888) 550-6119

sales@seqwens.com

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