Oct 19 • 💰TAX PRO Lounge
TaxSlayer ProWeb Customer Portal
If you’re not using ProWeb’s Customer Portal, you’re working too hard.
🧩 Old Way:
Print. Chase. Repeat.
🚀 New Way:
- Enter return in ProWeb
- Click Customer Portal
- Send invite (text/email)
- Client signs from their phone
- Done ✅
📎 Bonus: Use this to deliver & collect Consent to Use + Disclosure Forms = IRS compliant + refund advance ready.
🔥 Pro Tip: Add portal setup to your intake automation and cut your follow-ups in half.
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TaxSlayer ProWeb Customer Portal
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