What are the Client Portal features in TaxPlanIQ?

Log in to your firm's TaxPlanIQ instance and on the left-hand dashboard click on #Tax Planning then  Client Icon. Click on the client's name you want to enable the portal for.

Make sure your client has an accurate email address listed. When you enable the client portal, TaxplanIQ will send them a Welcome Email. Please let your client know to expect an email. 

The Link to share with your client is your Custom Profile URL.  They will use the same URL to log in with their email address and their password (forget the password if they need to reset it).

Ex: https://trialtaxplaniq.taxplaniq/wall/login 

Below their information is “Enable Client portal” make sure the box to the right is Checkmarked. 

A confirmation pop-up will appear. If you are sure press OK

 The Portal is now enabled and you can click update in the top right corner 

What is affected by enabling the client portal (on the Firms side)

The Client can now see what Tax strategies you have a task on and see the progress on the plan. 

Clients will also be able to enter into a task and see their client To-do’s you assign to them

Click on the Client section labeled Client ToDo’s and see the To-Do in further detail. You can edit the details, change the priority and due date.  Please note you can also message the client within TaxPlanIQ. 

Clients will be able to see any published ROI analysis based on the category. 

At 00:04:03 of the video, Annalesha walks you through the Clients view of the portal 

When a client logs in to TaxPlanIQ they will be greeted by a Homepage with CPA Firms Logo and quick instructions

 To Dos When they go to To Do’s they will see a listing of all outstanding To-Do items you have assigned them. 

Once resolved they can mark the To-Do as done and it will move to the Done tab. 

The client can’t change any due dates or delete anything. They can only comment or respond to you, add attachments, and checkmark resolved.  

Tax Planning

They can see published ROIs, categories and download them so remember to go light on details.  

Tax Planning Status

Client’s can see where your firm is at with the tax plan you sold them. 

*When a client clicks on the tax plan name a window will pop up giving them an overview of the tax strategy