TaxBandits Knowledge Base

What is client portal, and how to enable it?

Client portal is a secure portal designed to enhance the exchange of information and collaboration between you (tax professional) and your clients, ensuring a streamlined and efficient process.

What can you do with the client portal?

• Seamless Collaboration

Work closely with your clients by sharing tax filings, BOI reports, and important updates—all in one secure platform.

• Secure Information Sharing

Easily share sensitive information and documents with clients through encrypted channels, helping you maintain the highest level of data protection.

• Controlled Client Access

Decide exactly what your clients can view. Grant access to specific pages, files, or information based on your needs.

• Simple, Secure Login

Clients can access the portal effortlessly through a secure link sent via email. No passwords to remember—just a one-time authentication (OTA) code to log in quickly and safely.

• Advanced Security Measures

Protect both your firm's and your clients' data with enterprise-grade security standards built into the portal.

• Full Branding Customization

Tailor the portal to match your firm's brand by customizing the logo, colors, theme, and URL—providing a consistent and professional experience for your clients.
 

How to enable client portal:

You can enable client pPortal from the nine-dot menu by clicking ‘Client Portal’.

1. Choose Template:
   
   Select the pre-built template that best suits your needs from the free or premium options provided, then click ‘Continue’.
   
   
   
    
2. Configure Name and URL:
   
   In the ‘Portal Setup’ window, customize the portal name and URL that your clients will access. You can use the default TaxBandits URL or create a custom URL that suits your business. Once done, click ‘Continue’.
   
   
   
    
3. Upload Branding Elements:
   
   Upload your business logo and favicon to personalize the portal to match your website. You can also add a brand message describing your business. Once complete, click ‘Continue’.
   
   
   
    
4. Theme Customization:
   
   Customize the color scheme to match your branding. Select the desired color theme and click ‘Continue’.
   
   
   
    
5. Add Support Contact Information:
   
   Enter your support contact number and email address so clients can easily reach you with any questions, then click ‘Continue’.
   
   
   
    
6. Preview and Publish:
   
   A preview of the portal will be displayed. Once you’re satisfied with the customization, select ‘Save and Publish’.
   
   

Once you publish the portal, you will be prompted to customize your email. Click here to learn more about customizing your email in Client Portal.