Raven Tax Pro Web customers can now send and receive documents, including signature documents, to and from their clients using the Customer Portal. The customer portal allows taxpayers to sign their tax
return documents without ever stepping foot in your office. You will prepare the client’s tax return, create the client’s customer portal and send documents to your client to sign from anywhere.

Creating a Customer Portal

To create a customer portal for a client, you must first create their tax return in the ProWeb
program. The taxpayer’s correct SSN, mobile phone number and email address must be entered in
the return. There are three places to send the invitation for your customer to create their own Customer Portal.

First – From inside the return, you will see the option to Create Customer Portal on the left-side of
the page:

Second – You also have the choice to select the taxpayer’s name drop down inside the return. The
Customer Portal option will be listed above the Scanned Documents option.

Third – The last option is to access the Customer Portal link from the e-File / Submission page
of the return.

After you click on the Customer Portal button, regardless of where you do so, you will be taken
to this page:

You will enter either the taxpayer’s mobile Phone Number or Email Address to send the
Creation Link for the Customer Portal.

Enter Mobile Phone or Email address and then click Continue.
The program displays a message that the link has been sent:

You will then want to exit out of the current Internet Tab. A link to create their portal will be sent
to the taxpayer via text message or email. After the link has been sent, the Send Tax Return
Documents to Customer Portal option will become visible on the e-File / Submission page.

Please Note: You will not be able to send documents until the portal has been created by the
customer and the link has been established.