Have you ever wanted an easy way to share a tax return with the client in a format they’ll actually understand and appreciate? We’re thrilled to announce that we’re building a revolutionary feature for your firm and your clients. Now you’ll be able to share a unique (and secure) link to a client-friendly summary of any project. The client-friendly project page will make it easy for anyone to understand their taxes at a glance and set your firm apart by providing a tangible deliverable that no other firm can offer. Security concerns? Simply generate a new link at any time! Best of all? This feature will be mobile-friendly so you’re clients can view their return on the go!
In the future, we plan to allow you to customize or white-label this experience for your firm.