Connect with your Clients
Mobile APP
Client Portal
Client Portal
Client can download Free TAXES2GO Mobile APP from Android or IOS app store, create account and share code with preparer or preparers can share their unique URL Link to import and upload, share all documents, communicate with each other.
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Client Portal
Client Portal
Client Portal
Start new return with your client basic information & send link to your client number or email to upload documents. Client Portal is preferred for those clients who is not familiar or comfortable with Mobile App.