DT Client Portal modules
The following table provides a brief description of each DT Client Portal module and links to topics that contain detailed information.
Module | Description |
|---|---|
Document Presentation (free) | Allows you to provide DT Client Portal users with secure, static PDF files of documents such as tax returns, financial statement, and payroll reports. In addition, you can give DT Staff Portal users access to DT Client Portal users' Document presentation files. |
File Exchange (free) | Enables DT Staff Portal users and DT Client Portal users to exchange files in a secure environment. |
Links (free) | Enables your firm to provide links to useful websites to DT Client Portal users. DT Client Portal users can add their own links to the Links module. |
News (free) | Helps your firm communicate news to DT Client Portal users. |