TaxGPT Inc.

The Client Portal feature must first be enabled on your account.

Contact your dedicated Customer Success Manager (CSM), or

Reach out to our Support team at <a href="mailto:support@taxgpt.com" rel="nofollow noopener noreferrer" target="_blank">support@taxgpt.com</a>.

- Contact your dedicated Customer Success Manager (CSM), or
- Reach out to our Support team at <a href="mailto:support@taxgpt.com" rel="nofollow noopener noreferrer" target="_blank">support@taxgpt.com</a>.

Once enabled, you'll be able to start inviting clients to your portal.

How do I get access to Client Portal?

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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