Borderly For Tax Professionals
Guides for attorneys, CPAs, and tax advisors who manage clients through Borderly's professional portal.
9 articles
Setting Up a Professional Account
Create a tax professional account to start managing clients through Borderly.
Managing Your Client List
View and manage all the clients who have shared access with you.
Creating and Managing a Firm
Set up a firm to manage clients as a team with multiple professionals.
Using Delegated Access
Understand how to view and act on behalf of your clients through the professional portal.
Generating Reports on Behalf of Clients
Create verified PDF reports for your clients through the professional portal.
Creating Verification Tokens for Auditors
Generate tokens that let auditors independently verify your client's records.
Understanding the Audit Log
Review a complete log of who accessed what and when in your firm.
Firm Billing and Team Management
Manage your firm's subscription, billing, and team member access.
Onboarding New Clients
Invite new clients to Borderly or connect with existing users.