Client Experience

A helpful repository of guides that help outline the client experience! You can send these to clients who may need additional guidance.

• Completing Signature Requests
• Using the Upload Link
• Using the Client Portal
• Update My Information
• My Files
• Dropping Off Files in Client Portal
• Security Policies
• Business Tax Return Questionnaire
• Truss - Individual Tax Questionnaire
• How to Complete Your Tax Questionnaire
• A Quick Guide to Completing Your Organizer
• A Quick Guide to Completing Your Return
• Self-Service link-recovery for clients (Video)
• Form 1041 – Trust & Estate Questions