The client portal is a new feature that allows clients to continue the intake questionnaire, upload documents, send messages to their tax specialist, and access their final tax documents on demand.
last updated on October 31, 2023
Table of Contents
A client's ticket is created in the Hub after the client agrees to the client consent form. As long as a client has completed the consent form page in the intake questionnaire (it is one of the first pages), the client will be able to login to the client portal.
If the client has not completed the consent form and exits the intake questionnaire, they won't be able to login to the client portal. However, they can just start the intake process from the beginning using the same contact information.
After the client completes this page, they can login to the client portal.
As soon as the client completes the consent form, they will receive a notification from the Hub, including their client ID. The client will get a message by email or by text if they opted-into SMS communications.
Hello Sam Sample, thanks for starting your taxes with GetYourRefund, you're almost there! Your client id is 6627. We won't be able to prepare your taxes until we have all of your required information and tax documents. Upload documents securely here: https://getyourrefund.org/en/documents/add/123456789 Respond to this message if you have any questions. We're here to help!
Let's say the client got a few pages into the intake questionnaire, but wasn't able to complete it and closed the website. For example, the client got up to this page, then needed more time to answer the dependents question.
If the client exits the website, then comes back to the website and clicks "Get Started" again, they won't be able to pick up where they left off.