Customer Portal
How can the taxpayer communicate with me?
Inside the Customer Portal is a Chat feature where the taxpayer and tax preparer cancommunicate. When the taxpayer sends chats…How Does My Client Sign?
The Files From My Preparer Window will display the files sent from the tax preparer: To view the documents to…How Do I Send Documents to My Client to Sign?
To send signature documents to a customer’s portal, you will click the Send Tax ReturnDocuments to Customer Portal option on…How Does My Client Create and Access Their Portal?
Your client will create their portal either through a text message or an email, depending on if youput in a…Customer Portal Manual
Raven Tax Pro Web customers can now send and receive documents, including signature documents, to and from their clients using…