For your clients
Answers for the people filling in your forms. Share these links with them.
- Fill in a form from your accountantHow to move through your accountant's form, go back to change an answer, and pick up where you left off.
- Answer a form by talkingHow to answer your accountant's questions out loud, allow the microphone, and switch to typing at any time.
- Where is my report?When your report arrives after you fill in a form, how it's sent, and what to check if you can't find it.
- Pay for your reportHow paying for a report works, where your receipt is, and what to do if a payment doesn't go through.
- Book, move or cancel a callHow to book a call with your accountant, add it to your calendar, and move or cancel it from the link in your email.
- Stop reminder emails from a firmHow to unsubscribe from an accounting firm's reminders and follow-ups, and which emails you'll still get.
- Is my information safe?In plain words, who sees your answers, how they're protected, and the privacy choices some forms give you.