How to enable the Client Portal?
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Last modified 1/8/2024 12:48:02 AM EST |
Added by TaxBandits Team
The purpose of the client portal is to facilitate communication and collaboration between you and your clients.
But before enabling the client portal option, you need to add a client (business) to your account. Once you have added a client to your account, you can activate the client portal feature for them. This allows the client to conveniently share employee/recipient data, record observations, and review and approve forms from their portal.
As a CPA/Tax Preparer, follow the steps below to enable Client Portal.
- Sign in to your TaxBandits account.
- From the 1099/W-2 dashboard, click Client Portal settings on the left-hand menu.
- Read the step-by-step instructions carefully and click ‘Enable portal’ to enable the client portal.
- Enter the client’s details, such as the client's name, email address, and phone number, to invite them to the client portal. Additionally, in the primary contact section, you can select a primary contact for the client to handle any queries, add notes (if any), and click the ‘Preview’ button to proceed further.
- You can customize the invitation mail that is ready to send and click ‘Send Invite’ after the confirmation.
Once you send the invitation, your client will receive an invitation email to access the secure communication portal. After they accept the invitation, your client will be able to share tax filing information with you through the portal, and you can manage all your communications in one place.
Note: You can also find the client portal URL on the client portal settings page.
