Client view of the tax timeline
Clients see the status of their return on the timeline your practice publishes.
The problem it solves
Clients want to know where their return is without phoning.
How it works
- Your practice publishes the timeline.
- The client opens the portal.
- They see the current status.
What your practice gets
- Status at the client's fingertips.
- Fewer interruptions for staff.
- Controlled by the practice.
Questions accountants ask
Can clients edit the timeline?
No. It is read-only for clients.
When does it update?
When your practice updates it.
Where is it shown?
In the client portal.
Related features
Features that work alongside client view of the tax timeline.
Client tax timeline
Publish a per-client tax timeline that the client can see in their portal, so they know where their return is up to.
Client profile and entity switcher
Clients edit their profile and password, and switch between their entities with a group summary.
Portal administration
Invite and manage portal users, approve upload and delete requests, and control folder permissions and document visibility.
Fedix links for clients
Clients act on emailed links (book a meeting, accept a quote, pay an invoice, confirm details or view return information) without logging in.
Secure client portal sign-in
Clients sign in with a password or a magic link, protect their account with multi-factor sign-in, and reset passwords themselves.
Client portal dashboard and documents
Clients see their tax returns, deadlines and income tax account, upload and download documents, request deletions and receive notifications.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.