How does my client access their Portal?
191 views | Last modified 1/8/2024 12:35:47 AM EST | Added by TaxBandits Team

To allow your client access secure portal, you first need to enable the client portal.

Once you enable the portal, your client will receive an invitation email to access the secure communication portal.

To continue accessing the portal, they must create a log in password. Once the password has been set, your client can take advantage of the following great features. 

• Review and respond to the forms that you prepared for them.
• Securely exchange files with you.
• Download shared forms for review.
• Communicate directly through the portal.
• Manage multiple businesses within the portal.