Customer Portal
4 articles
Articles in Customer Portal
How do I send a Customer Portal Registration Link?
In Tax Processors Plus Online, the Customer Portal enables preparers and taxpayers to securely share documents, including signature documents.
The taxpayer signed in the Customer Portal but I don't see the signatures
If you sent documents to your client via the Customer Portal for them to sign, and they have told you that they signed them but you aren't seeing the signatures in the Submission step of the E-File process in Tax Processors Plus Online, refresh the web page.
How Does the Preparer Share Signature Documents in the Customer Portal?
The Customer Portal allows the taxpayer and the preparer to securely share documents, including documents for the tax return that need a signature.
I Can't See Taxpayer Documents in Customer Portal
If you're unable to see the documents the taxpayer has sent you, one possible reason is that your web browser has a pop-up blocker interfering.