OWNER CONTROL
Client returns & signatures
Release documents to the assigned client, see returned signed forms and confirm each tax year’s next step.
Checking owner access…
Choose a client
Client relationship & email controls
Inactive clients keep their records. Their TNT portal is blocked and automated TNT client emails are suppressed.
Full MASTER record · owner only
These source details stay in your owner view. Document releases and client-visible messages are controlled separately below.