How to send message to your firm
Need to ask your accountant a question or respond to a request? The client portal lets you securely send and receive messages anytime—no back-and-forth emails needed. In this article, we will explain how.
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Reply to a message
1. Once you've got a new message from your firm, you’ll see a notification in the Chats & Tasks section of the Home page. Click the notification to read it.
2. Read the message, type a reply, and click the send icon when you're done.
Start a new message thread
Sometimes, you may need to initiate a new message thread with your accountant by yourself. To do this:
1. Click the New chat option, either from the Home page or from the Chats & tasks section of your client portal.
2. When starting a new chat, you need not only to write a message itself but also specify its subject. Once done, click Create chat.
More messaging options & FAQs
Messaging your accountant is simple, but you might need help with specific tasks—like sending documents, completing tasks, or reviewing past conversations. Below are guides for common scenarios: