Client Connexion starts with your onboarding journey (called Activation at TaxConnex) and continues into your ongoing compliance activities. A few areas you will be able to engage with Client Connexion include:

• Track your Activation Journey: get insight on what to expect and when.
• Share information: provide critical information to establish your account and prepare for ongoing monthly compliance.
• Manage Monthly Compliance: upload data, download reports and view tax documents
• Setup Users: add administrative and general users.

See the attached user guide. If you have any questions or need assistance, please reach out to your sales consultant or your assigned Client Activation Manager (found on the Activation journey page).