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.
Reply to a message
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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.
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Read the message, type a reply, and click the send icon when you’re done.
Start a new message thread
Info
The New chat button is only available if your tax professional has enabled chat creation.
Sometimes, you may need to initiate a new message thread with your accountant by yourself. To do this:
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Click the New chat option—either from Quick links on the Home page or from the Chats section in your client portal.
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When starting a new chat, you need not only to write a message itself but also specify its subject. Once done, click Create chat.
Save messages as drafts
Your unsent messages are automatically saved as drafts, so you never lose a message in progress. If there’s a draft, you will see it in the thread list.
- A draft is saved instantly when you navigate away from a thread without sending the message.
- When you return to that thread, your draft appears in the message input field.
- Each thread can have one draft at a time.
- Drafts are stored for 3 months, after which they are deleted.
What is not saved in a draft:
- Attached files and documents — attachments are sent to the chat immediately and are not part of the draft.
- Reply context — if you were replying to a specific message, that link is not preserved.
Note
Drafts do not affect the sort order of chat threads in the list.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:
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