TaxBandits Knowledge Base

What is BanditConnect and how to enable it?

BanditConnect is a secure portal designed to enhance the exchange of information and collaboration between you and your clients, ensuring a streamlined and efficient process. It offers a personalized and secure experience, enhancing how you collaborate and manage information.

What can you do with BanditConnect?

• Effortless Collaboration: You can easily collaborate and work with your clients on tax filing and BOI reports, making the process seamless and efficient.
• Secure Information-Sharing: With BanditConnect, you can easily and securely share information and documents with your clients, ensuring that sensitive data is protected.
• Controlled Access: You have control over what your clients can see, granting them access only to the specific pages, information, and files you choose.
• Easy Login: Clients can log in instantly through a link sent via email without needing to remember a password. The client needs to simply click the link, enter the OTA, and instantly log in.
• Advanced Security: Benefit from robust security measures to protect sensitive information, ensuring your data and clients' data remain secure.
• Email Customization: Customize the ‘from’ email address on the emails sent to your clients to elevate your brand identity and ensure easier recognition. 
• Portal Customization: Customize every aspect of the client portal to match your branding with your logo, colors, theme, and customized URLs, providing a consistent brand experience for your clients.

How to Enable BanditConnect?

You can enable BanditConnect either from the nine-dot menu in the Tax Form Filing menu or by selecting the customization icon on the BOIR dashboard and clicking 'Enable BanditConnect.'

 

Choose Template:

Choose the pre-built template that best suits your needs from the free or premium options provided, then click ‘Continue.’

 

Configure Name and URL: 

In the ‘Portal Configuration’ window, you can customize the portal name and URL that your client can access. You can use the default TaxBandits URL or create a custom URL to suit your business. Once you are done with the customization, click ‘Continue.’

 

Upload Branding Elements:

Upload your business logo and favicon to personalize the portal to look like your own website. You can also add a brand message that describes your business. Once complete, click ‘Continue’.

 

Customize Theme:

Customize the color scheme to match your business. Select the desired color theme and click ‘Continue’.

 

Add Support Contact Information:

Add your support contact number and email address so that clients can reach you if they have any queries, then click ‘Continue’.

 

Preview and Publish:

A preview of the portal will be displayed. Once you are all set with the customization, select ‘Publish & Customize Email’.

 

Once after publish the portal, you will be prompted to customize your email. Click here to learn more about how to customize your email in BanditConnect.