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Client Engager is our complete practice management solution but for our clients they are our portal provider.
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Providing a simple solutions so our clients can access previously filed returns and accounts and sign and upload documents.
Client App
Why not try the newly released Client App! Once registered with the portal you can download the app and access the app. All the old features of having instant access to your documents and the ability to sign and upload documents but now with the added benefit of being able to do them when on the go!
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