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Image by Zé Ferrari Careto

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.

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

Client Portal: Welcome
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