Document tools & Customer Portal
Paperless document storage, sharing and Customer Portal workflows.
3 sections · 24 articles
PaperCut
8 articlesPaper Cut Error - The Same Key Has Already Been Added
Paper Cut Error Adding a PDF
PDFs in PaperCut and Attached to a Return
PaperCut: How do I remove a document?
Paper Cut - There was an error sending your email
PaperCut E-Mail Configuration Menu
Customer Portal
14 articlesCustomer 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
Tax Processors Plus Desktop Customer Portal FAQ