Client comms
Is there a client-facing mobile app available for tax clients?
1:09:05From the June 3 call · MCP Connectors, Custom Portals, and AI Tax Workflows in Practice
Yes, there is an actual app clients can use, accessed at app.prucpa.com. The back end running it is Assembly, which was chosen because it allows embedding different things into the client experience, giving clients visibility into various items.
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