What is the purpose of the Client Management feature in TaxBandits?
178 views | Last modified 10/31/2023 7:51:07 AM EST | Added by TaxBandits Team

The Purpose of the Client Management feature is to help CPAs/Tax preparers manage their clients more effectively. Specifically, this feature allows you (CPA) to invite your clients to a separate portal and communicate with them for any tax filing-related queries.