TaxBandits Knowledge Base
Have questions? We've got you covered!- How to set a theme for the Client Portal?
- How to customize the logo for the Client Portal?
- How to set the theme for the client portal?
- How to customize a logo for the client portal?
- What is the purpose of the client portal in TaxBandits?
- What is client portal, and how to enable it?
- How to grant access to my clients for the portal?
- Can I communicate with my clients to review their form before filing it with the IRS?
- How to customize the emails sent to my clients from TaxBandits?
- How to set the URL for the client portal?
- How to share your portal URL with clients?
- How do I create a CNAME record for the client portal in DNS with my hosting provider?
- How do I create a CNAME record for Client Portal in DNS with my hosting provider?
- What is the purpose of the Client Portal in TaxBandits?
- What is BanditConnect and how to enable it?
- How does my client access their portal?
- Can I communicate with my clients to review their forms before filing?
- How to customize email in BanditConnect (Client Portal)?
- How to set the URL for BanditConnect?
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