Avoid "Latte" Filing:

The deadlines are tomorrow! Are you still trying to gather information from your clients and sending forns for their review? Join this week's 15-minute coffee for an overview of the Client Portal from TaxBandits. We'll be covering how the portal works, and most importantly how to enable the portal for your clients to share and review information securely.

Coffee Break Takeaways

• How to set up the Portal
• How to share in-progress forms
• How to share complete forms for your clients’ review

About Your Host:

Christina Wright is the Product Manager of TaxBandits, she is passionate about helping tax professionals and business owners of all sizes navigate TaxBandits and their business tax filing process.