TaxBandits Knowledge Base

How does my client access their Portal?

To allow your client access to the secure portal, you first need to enable BanditConnect (client portal). Once enabled, you can send an email invitation to your clients to access their secure portal. 

Upon clicking the URL provided on the email, your clients can access the portal where they can verify their email address using the One-Time Verification (OTA) code to log in to the portal and 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