What benefits does the client portal feature offer to Tax Professionals?
161 views | Last modified 12/6/2023 3:58:38 AM EST | Added by TaxBandits Team

For a tax professional, the client portal feature offers a range of advantages that can help streamline your communication and collaboration with clients. Here’s an overview of the benefits.

• You can create observations to address issues or request files/information from your clients, all in one central location. This can help improve the efficiency and accuracy of your work, as well as reduce the need for back-and-forth emails or phone calls.
• Another key advantage of the client portal is the ability to share files with your clients easily. You can send and receive files with form information, ensuring that you have all the necessary documentation at your fingertips
• Additionally, you can download and share in-progress and transmitted forms with your clients, providing them with up-to-date information on the status of their tax forms.