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