Client Portal
With SeQwens, you can give every client access to their own protected client portal account that is personalized to your brand. From the client portal, your client can:
Client Portal
With SeQwens, you can give every client access to their own protected client portal account that is personalized to your brand. From the client portal, your client can:
Access Forms
Tax payers will have access to all forms pertaining to their returns once uploaded into their portal. Your clients will no longer have to track you after tax season for a copy of their 1040, Schedules or copies of their W2.
Electronically Sign Document
In the client portal, you can request your client’s signatures for important documents such as 1040, 8879, due diligence related documents prior to e-filing their returns.
Upload Files
Easily upload and download important tax, income and supporting documents to be accessible by you and your clients.
Seamless Communication
Communication within your tax office can now be easy between you, your tax preparers and your clients. Send and receive messages as they are happening.
Advertising
Create and send branded email marketing campaigns for tax season checklist, birthdays, anniversaries, important updates and other marketing and promotions. This will allow you to keep your clients engage and increase retention.
Complete Client Request
Your clients will have the ability to create tasks, schedule appointments, send you request, or complete request made by your tax office.
The client portal reduces the number of back and forth emails and calls you get from your customer as you work on their case. This means you can focus more on your work than managing communications. You can effortlessly collect info from them while always keeping them in the loop.Every client portal can be fully customized by adding your logo and choosing a color palette. You can alsotailor the portal design, background image, and include a bespoke welcome message. By modifying the client portal, your tax and accounting business will look sophisticated and proficient.
The client portal reduces the number of back and forth emails and calls you get from your customer as you work on their case. This means you can focus more on your work than managing communications. You can effortlessly collect info from them while always keeping them in the loop.Every client portal can be fully customized by adding your logo and choosing a color palette. You can alsotailor the portal design, background image, and include a bespoke welcome message. By modifying the client portal, your tax and accounting business will look sophisticated and proficient.
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