Web1040 Pro Customer Portal allows you and your customers to share documents back and forth quickly and securely.
The Customer Portal can be accessed at the end of the return on the Submission Page. The button for Customer Portal will show right next to the Email Return option. Once you select the Customer Portal option, you will be prompted to send your taxpayer a link via email or text. Using this link, they can create their Customer Portal account. Once the account has been successfully created, they will be able to sign their tax return from the Portal, and you will see the signatures in your program.
For more detailed instructions on how to use the Customer Portal in the program, please download the PDF below: