Any client requests sent by your accountant can be completed from within the Client Portal. Client requests are often sent so that you can upload documents or provide quick information for your accountant. All client requests will show up on your To-do list and are indicated by a clipboard icon. To get started completing a client request, log in to the Client Portal.
Article Request
Are we missing something? Please submit an article request. We'll take a look and see if we can add it to our radar.