How can I view the observations and files shared by my clients?
104 views | Last modified 1/8/2024 12:52:38 AM EST | Added by TaxBandits Team

If the client has responded to the observations or uploaded any files through the secure client portal, you will receive an email and notification as well in your TaxBandits account. Here’s how you can access them.

• Sign in to your Taxbandits account
• From the 1099/W-2 dashboard, click on "Client Portal Settings" on the left-hand menu. 

• On the client portal settings page, you can find the ‘Files’ and ‘Observations’ options. Click on the required option to view the observations and Files shared by the client. 
   

Note: You can also use filters to filter the files based on the uploaded date and the client uploaded/created them.