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.