IC-853 iLearning Video: Getting to Know iChannel Portal v4.1+, v5.0+, (2FA) Follow

This iLearning is designed to support all clients on v4.1+ and v5.0+ for your Portal Clients to learn how to access, navigate, and use the Channel Portal with Microsoft Multi-Factor Authentication (2FA).

Start your journey today on our new client portal to easily submit files through our drag-and-drop feature, easily upload files to your Firm Representative with our Submit Files and Requested Files areas, and download files in our Sent To You from your Firm Representative.

Portal v4.1+ and v5.0+ categorize all your personal and business files into dedicated categories to easily locate and manage. Suppose you manage more than one business or personal tax information or receipts. In that case, your Portal can be configured for quick and easy access to additional sites without the need for extra logins and passwords.

Today's iChannel Portal is designed with our client in mind. Start Today!

                IC-853 iLearning Video: Getting to Know iChannel Portal v4.1+, v5.0+, (2FA)