TAX AND TO-DO CLIENT PORTAL
TaxFD Client Portal
Your TaxFD Client Portal is the hub for your outstanding To-Do items, Secure Document Sharing, Tax Organizers, and task-based communication. This portal is focused on the action you need to make and ensuring you have all your documents readily available.
- Secure file upload and organized access to all financial documents.
- To-Do List with ongoing reminders and status updates.
- Tax Organizer and Tax Return access.
- On-demand access through desktop portal or mobile-optimized website.
FINANCIAL PLANNING CLIENT PORTAL
WealthFD Client Portal
Your WealthFD Client Portal is the hub of all your financial reports, calculations, and projections. You'll have real-time views into your financial plan and scenarios.
- Secure access to all financial statements and projections.
- Account Aggregation to see live account balances and transactions.
- On-demand access through desktop portal or mobile-optimized website.