Customer Portal Questions and Troubleshooting
7 articles
Articles in Customer Portal Questions and Troubleshooting
How Does the Taxpayer Register for Customer Portal?
If the invitation was sent by email, look for the message with the subject Your Secure Portal Has Been Created .
Customer Portal: Provided Information Did Not Match Information From The Tax Return
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
If they are still not able to see the documents, call Tax Processors Plus Support at (855) 698-0691 for further troubleshooting assistance.
Why Can't I see the Customer Portal Option in my Clients Return?
If you are unable to see the "Send Customer Portal Invite" in a current year tax return, it is likely that the email address is already associated with a TaxesToGo account.
Tax Processors Plus Customer Portal: File Size and Document Limits
Tax Processors Plus's Customer Portal allows you and your customers to share documents quickly and securely.
Tax Processors Plus Customer Portal FAQs
How do I send a Customer Portal Registration Link?
Video - Customer Portal Overview
Training video pending. Browse the written guides while the video is being prepared.