Frequently Asked Questions about the Customer Portal
ProWeb: How Do I send a Customer Portal Registration Link?
ProWeb: I Can't See Taxpayer Documents in Customer Portal
ProWeb: How Does the Preparer Share Signature Documents In Customer Portal?
ProWeb: Adding Electronic Signatures to a Return
Desktop: How Do I send a Customer Portal Link?
Desktop: How Does the Preparer Share Signature Documents In Customer Portal?
Desktop: Can I Send a Business Return Through the Customer Portal?
Desktop: Adding Electronic Signatures to a Return
How Does the Taxpayer Register for Customer Portal?
My taxpayer can’t create a password for the Customer Portal. It keeps saying it does not meet the requirements.
The taxpayer signed in the Customer Portal but I don't see the signatures
I sent tax documents to the Customer Portal to be signed, but the taxpayer doesn't see them
When my taxpayer clicks the 'Create Portal Click Here' link it takes them to a login page
My client can’t register for the Customer Portal. It keeps saying the information does not match
How Does the Taxpayer Sign Documents in Customer Portal?