1 0

    OneTouch Taxes

    How to Use a Client Portal for Secure Document Uploads

    How to Use a Client Portal for Secure Document Uploads

    $27.00
    $27.00
    Sale Sold out
    Shipping calculated at checkout.

    Secure your tax office and keep clients organized.
    What's Inside:
    - Portal setup instructions
    - Client upload checklist
    - Email templates
    Ideal For:
    - Virtual tax offices
    - Remote teams
    - Solo tax pros

    View full details