Getting Started - Client Toolkit
Resources to get started using TaxStatus
6 articles
- Download - What is TaxStatus?
- Message Template: Request for Client Consent
- How to use a Custom Consent Link
- Bulk Actions - Downloadable templatesSecurely upload a file with all your client information
- Verifying the identity of a customer
- Consent link not workingMy client cannot open the link to provide consent
