TaxBandits Knowledge Base

What benefits does the client portal feature offer to Tax Professionals?

The client portal feature brings several key benefits to tax professionals, making communication and collaboration with clients smoother and more efficient. Here’s a look at how it can enhance your practice:

• Centralized Communication: You can make observations, address issues, and request files or information from clients all in one place. This reduces the need for endless emails or phone calls, streamlining your workflow and boosting accuracy.
• Easy File Sharing: The portal allows for straightforward file exchanges. You can send and receive documents effortlessly, ensuring all necessary information is readily available.
• Real-Time Updates: Keep clients informed with up-to-date status reports. You can download and share both in-progress and completed forms, giving clients a clear view of their tax documents at any time.