This template includes a secure document upload page, allowing clients to send sensitive files with ease, and a dedicated client resource section where common questions, like tax refund status, are answered upfront. No more endless back-and-forth—freeing up your time and reducing stress.
This template includes a secure document upload page, allowing clients to send sensitive files with ease, and a dedicated client resource section where common questions, like tax refund status, are answered upfront. No more endless back-and-forth—freeing up your time and reducing stress.