Request a Meeting - Request a meeting with a member of your firm.
Send a Message - This task type is a secure messaging function between you and your firm.
Make a Payroll Change - Submit a request to change your payroll information. Specify whether the payroll change involves Adding, Modifying, or Terminating an Employee.
Send Document - Tap the Paper Clip icon to attach your documents. You can compose a customized message inside the ‘Comments’ box.
Tap the suitcase icon in the bottom navigation pane to display your related accounts. Tap on ‘Account Name’ to view your account’s Client Service Team members.