John Falto
Level 1
01-21-2026
09:53 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Right now, a client can access the portal if two things happen:
1) We send that client an invite.
2) The client accesses the portal through a browser using a URL.
Meanwhile, lower priced tax software packages include a mobile app that allows the client to upload documents directly without an invite. They can check the status of their file and allows two-way communication between the office and the client.
Turbo Tax has this feature and the last time I checked Turbo Tax and Proseries are done by the same company. So, a person that wants to use the free tax prep using Turbo Tax has a mobile app, and yet we pay so much more for our software, and we do not have a mobile app.
Labels