Client Portal

Client have on-demand access to the files and information they need — when they need them. The Client Portal allows clients to view documents through a secure web-based portal.

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The Client Portal allows Loblolly Solutions to: 

• Provide secure and convenient access to client tax returns and information.

• Effortlessly exchange, store, and organize files of varying sizes. 

• Search, filter and display stored documents by file type, title, creator and keyword.

• Send clients electronic returns/files for review