TaxBandits Knowledge Base

What is the purpose of the client portal in TaxBandits?

TaxBandits enables you to set up a secure, branded portal that strengthens collaboration and simplifies information exchange with your clients.

Here are some of the benefits it offers:

• Effortless Collaboration: Easily collaborate and communicate with your clients throughout the filing process.

• Secure Information Sharing: Share and obtain data and any filing-related documents securely from your clients.

• Form Review and Approval: Share forms with clients for their review and approval directly through the portal, streamlining the filing process and ensuring accuracy.

• Branded Experience: Customize the portal with your logo, brand colors, and URL to create a professional and familiar experience for your clients.

• Advanced Security: The portal incorporates robust security measures to protect sensitive information and keep your clients’ data secure.