Will training be available for us to train our volunteers?
Yes. we will be creating a mini guide and a training video that is specific to how to use the customer portal. Craig will also be covering this during his enhancement webinars that are scheduled to be conducted in December.
What sites have access to the Customer Portal?
All sites that have a license to use TaxSlayer Pro Online will have the ability to use the Customer portal feature.
Will there be any requirements to delete the uploaded documents?
No. TaxSlayer will automatically delete uploaded documents in November of each year.
Can the taxpayer access their customer portal and upload documents via their phone?
Yes, if their phone has the capability.
Will the customer portal be available in the Practice Lab?
No
When will volunteers have access to the Customer Portal feature?
Volunteers will have access to the Customer Portal when the “Start New Return” feature is turned on in January 2022.