Q: What happens if the preparer is in a return and a chat comes in?
A: When the preparer closes the return, they will see the chat notification that they have an unread message
Q: If the return is open, can I open the taxpayer’s document from another computer?
A: Yes. The uploaded documents can be opened via Tools>>Scanned Documents from the client list on a totally separate computer/device.
Q: Do I have to have dual monitors to utilize the feature?
A: No, The uploaded documents can be opened via Tools>>Scanned Documents from the client list on a totally separate computer/device.
Q: Is the client portal available in Spanish
A: No, but we will log an enhancement request to allow the taxpayer to switch to Spanish for a future year (not this year)
A: If the preparer changes the return to Spanish and then sends the tax document to the customer portal, the return will display the forms that we translate to Spanish