Can I communicate with my clients to review their form before filing it with the IRS?

Last modified 4/29/2025 3:12:53 AM EST

Yes. Client Portal allows you to communicate and share in-progress forms with your clients.

For example, if you are unsure whether all the data in a tax form is accurate, you can share the form with your client and request a review. 

You’ll also have the option to send a message along with the form, and your client can reply directly through the portal.