Client Guides
Guides and Resources to help Clients/Taxpayers
- Returns Client Experience
- [Video] 1040 Client Experience
- [Video] Entity Client Experience with K-1 Distribution
- Client Experience: Make Voucher Payments
- Client Experience: Manual Signing Process
- Client Experience: Returns on Mobile
- Client Portal Experience
- Edit/Clear Payment Details
- Forward a Copy of Your Return
- Grouped Returns: Controller Experience
- K-1 Distribution: Taxpayer Instructions
- K-1 Recipient Experience
- Screen-Share: Taxpayer Experience
- Signer Delegation: Client Experience
- Signer Delegation: Signer Experience
- SMS Text Notifications
- [Video] Client Portal Experience
- [Video] Grouped Returns Controller Experience