Our client platform has the following features and capabilities:

1.  Allows clients to install an App on their mobile devices, or log in from a desktop, or both!
2.  Clients can securely upload documents from a desktop or a mobile device
3.  Clients will have the ability to securely send messages through their account. These messages will be seen by each client’s assigned team so as to expedite answers and ensure the whole team is kept up to date.
4.  Engagement letters and questionnaires will now be available electronically. 
5.  Electronic signatures will now be available for tax returns. No more printing and rescanning!
6.  Clients are able to receive automated reminders of any open tasks.
7.  Allows clients an easy and secure place to store tax returns and related tax documents. 
8.  Allows clients to view and pay invoices securely