Benefits of Tax Workout Group

Our virtual environment offers our client a positive remote experience by effectively reducing the need for face-to-face meetings, handwritten signatures and the shuffling of paperwork, files and documents. By combining various technological advancements, we can ensure that all professional staff assignments and client information/document requests are completed in a timely, efficient and effective manner.

In addition, we provide our clients with the ability to log into our client portal platform with 24/7 access to everything on demand and centrally located through two separate client access tools –Client Mobile Device Communicator and Client Connect desktop Portal.

These tools eliminate unnecessary back and forth communications and provide our clients with a better experience when compared to working with traditional law firms.

Modern Law Firm Features

Tax Bankruptcy Portal

Video Conferencing Meetings

Electronic Court Filings

Electronic orCredit Card Bill Pay

Digital Document Signing

Task Management

Calendaring

Document Management

Client Connect Desktop Portal

Client Connect Desktop Portal is a more comprehensive client platform which is accessible via web browser only.

Using the Client Connect Desktop Portal tool will provide access to our secure web-based portal .

Review case details

Upload and download documents

Send/receive secure messages regarding their case.

Review upcoming tasks and requests

View a calendar of upcoming events or court dates

Review billing statements.

Client Mobile Device Communicator

Developed for a great client experience - accessible via a mobile device (or web browser). This is a robust client-attorney communication tool that enables our clients to work with us from anywhere.

Accessible From Anywhere

Our clients can communicate with us and receive case status updates from any device.

Easy, Secure Login

As a new TWG client, you will receive a signup link in an email from us. Thereafter, our clients can access the portal securely using Face, Touch or Fingerprint ID with their mobile device.

Mobile Document Scanning And Uploading

Scanned documents are automatically converted to a PDF and cropped and adjusted for clarity and then uploaded from the mobile device camera roll, mail, Dropbox or any other application.

How We Make It Easy

Review communications and documents online so you don't have to take time off from work to meet with us.

Communicate And Send Documents Efficiently

Our clients can securely send messages, attachments and documents to us which are automatically saved to their case files easily accessible through the Client Portal.

Eliminate Unnecessary Back-And-Forth Communications

Our clients can access case communications and documents anytime, review pending client requests and calendared events with automated reminders thereby saving time and preserving resources.

Our Client Portal makes it easy for our clients to stay connected to their legal team and remain informed of the progress of their case.

We Deliver A Better Experience For Our Clients

We update our clients regarding the status of their case in real time by centralizing case updates.

Built In Mobile Scanner

Our clients can access case communications and documents anytime, review pending client requests and calendared events with automated reminders thereby saving time and preserving resources.