How to send message to your firm
Table of Contents
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.
Reply to a message
-
Once you’ve got a new message from your firm, you’ll see a notification in the Your to-do list section of the Home page. Click Open chat in the notification to read it.
-
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:
-
Click the New chat option—either from Quick links on the Home page or from the Chats section in your client portal.
-
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:
Share
Was this article helpful?
Table of Contents
Share
Save