u/ictforpresident

Do clients actually use client portals

This might be a dumb question, but do clients actually log into client portals without much pushback? I'm tryna figure out if I should push for them to upload on specific platforms or just ask them for the documents over the phone/email every tax season

reddit.com
u/ictforpresident — 3 days ago

Do clients actually use client portals

This might be a dumb question, but do clients actually log into client portals without much pushback? I'm tryna figure out if I should push for them to upload on specific platforms or just ask them for the documents over the phone/email every tax season

reddit.com
u/ictforpresident — 6 days ago