Help Center Article Requests

Learn what clients see when receiving a Final Return E-file Auth E-signature Task, including email notifications to completing the task and the resulting document(s).

A CFP that refers us clients and is also a client of our firm sent us the attached screenshot showing that there is an option in his portal to shop the marketplace for financial planners. Would it be possible to turn this on/off for a portion of our client base? We have relationships with multiple financial planners that refer us work, so we would not want their clients shopping for another financial planner while invited to our portal.

Learn what clients see when receiving a "General" document upload task request, from email notifications to document upload and marking the task "done".