Enable Remote Access to Your Clients
Protact's Client Intranet is a secured repository for all information exchanged relating to professional engagements, giving clients a simple, secure and organized access to key information. In this solution, Protact enables a dedicated login for the customers of a Tax Professional, where the customer can view task status and its progress, access important documents & even carry out certain tasks assigned by the Tax Professional.
- Give clients simple, secure & organized access to key information.
- 24/7 access to information & documents with no dependence on the Tax Professional.
- All communications & updates available on a single dashboard.
- No need to forward multiple emails.
- Saves a lot of time for you & your clients while maintaining transparency.