Great News! TaxBreak just made your life a little easier. We listened to your requests and over the last 6 months the TaxBreak team has been working on a major upgrade of our online Client Site. This new system will enhance your experience, make it easier and faster to process credits and deliver the most comprehensive reporting in the industry. We now offer e-signature capabilities, real-time ad hoc reporting and enhanced dashboards along with many new additional features. We are very excited to announce that your Client Site is being launched today!
Our processing methods have not been changed, and this will not affect the way you currently process credits unless you choose to upgrade to our new e-signature process.
Here are just a few of the new features you will find on the new site:
- e-Signature Capabilities (Talk about postage savings)
- Ad Hoc Reporting (Build Your Own Reports)
- Real Time Chat with your CRM
- Improved Payroll Interface
- Alert System (Alerts on the home page of the dashboard)
- Messaging Function (For breaking industry news)
- User Friendly Dashboards (They are beautiful)
The best part of all is you don’t have to do anything to start using it. Just log on to https://client.taxbreakllc.com and use your current login credentials to start to enjoy your new system.
“I am so proud of our team for what they have accomplished with this latest upgrade to our client portal. TaxBreak has always strived to provide our clients with the most innovative tools in the marketplace and once again I feel like we have raised the bar. We will continue to be cutting edge in our tools, design and always maintain the excellent level of service our clients have come to expect.”- Shannon Scott CEO of TaxBreak.
Interested in Training ?
We would like to ensure you are ready to begin using the New Client Portal and will be holding several training sessions throughout November to help with the transition. You may register to attend one of the following sessions.
Register for a session by clicking on a date below:
*Once registered you will receive a confirmation email and the Webinar details.
If you would like to schedule a training session for your organization or have any questions, please contact Frances Ruiz, Director of Corporate Training at 256.399.0255 or via email at firstname.lastname@example.org.
Thanks for your continued support,
The TaxBreak Team