We delivered the following enhancements to Customer Portal
- Removed the preparer email address from the Customer Portal link email
- Preparers that have access to Scanned Documents can now upload a PDF (limit 5 meg) and make it available to the taxpayer via their established customer portal
- Any user that has the ability to see all returns can now message/chat with any taxpayer via customer portal
- Note: If the user can only their own returns, they can only chat/message the taxpayers they created the returns for via customer portal