Mobile App & Customer Portal
Help with TaxesToGo® and the Customer Portal.
2 sections · 36 articles
Customer Portal Questions and Troubleshooting
7 articlesHow Does the Taxpayer Register for Customer Portal?
Customer Portal: Provided Information Did Not Match Information From The Tax Return
Customer Portal: I sent tax documents to be signed, but the taxpayer doesn't see them
Why Can't I see the Customer Portal Option in my Clients Return?
Tax Processors Plus Customer Portal: File Size and Document Limits
Tax Processors Plus Customer Portal FAQs
TaxesToGo Questions and Troubleshooting
29 articlesTaxesToGo: Taxpayer requesting to have their information removed
TaxesToGo User Guide
Why Do The TaxesToGo Chat Messages Stay Bold After They Have Been Read?
Can a Foreign Phone Number Be Used For TaxesToGo?
TaxesToGo: The taxpayer says they signed documents but I do not see the signature
TaxesToGo: How long does it take for a return to show in my branded app queue after it’s submitted?