Feature · Secure Messaging

Threaded messages attached to every client and job

Replace scattered email threads with secure, searchable messages tied to a client and a job — with file attachments and notifications.

Why firms choose TaxAgentPortal

One thread per topic

Messages stay with the client and job they belong to.

Search across history

Find any past message or attachment in seconds.

File attachments

Attach documents directly to a thread.

Email notifications

Clients and staff get email when a message arrives, with a link back into the portal.

How firms use it

Quick questions

Get a one-off question answered without starting an email thread.

Job-specific updates

Update the client on a job without losing the history.

Internal notes

Private staff-only threads attached to a client.

FAQ

Frequently asked questions

Messages are stored encrypted at rest and only visible to participants.

Related

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