Will the tax preparer get notified if a client uploads a document to the customer portal?
No, but if you have sent the link , the site can establish procedures to determine which returns are still in progress. The preparer can check for uploaded documents via the tools drop down menu from the client list. The sites can also use return tags to track this information.
Does the taxpayer need any special signing software to create a signature in the customer portal?
No. The taxpayer creates a signature by signing with their mouse. They can also sign with a stylus or their finger for touch screen enabled devices
What happens if the taxpayer initiates a chat message and the preparer is not logged into TaxSlayer Pro Online?
When the preparer logs in to TaxSlayer Pro Online, they will see the chat notification that they have an unread chat message.
What are the file size limitations?
5 meg maximum per file with a total limitation of 25 meg per return
Sometimes taxpayers take photos of their documents, but the file size is very large. They may not know how to reduce the file size. Do you anticipate this will be a problem with client portal size limits per taxpayer?
This has not been an issue on the Pro side of the house where they have been using this feature for several years
Is video allowed in the chat feature or in the customer portal to check ID?
No, however a best practice is to have them take a photo with their ID and upload it to the customer portal