To opt-in to the Tax Document Email, please fill out the form below

Emails will start going out on Feb 1st to 2018 clients. You will receive a confirmation email from Amanda when your tax doc emails have been sent to your 2018 clients.

Keep an eye out for emails from servicing from Feb 1st and on. Those will contain the tax docs requested by your client(s), and must be sent to them by you or your team.

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CD Sample Email.jpg