Quick Reference Guides: Client Experience

Notice: This Help Center content is moving to the Thomson Reuters Help & Support page. Please reference Help and Support for the most up-to-date information. Content on this page will no longer be maintained or updated after July 20, 2026.

Use these quick reference guides to help your staff answer client questions. 

Electronic Signatures

Signer Experience

Signer Experience on Mobile

Organizers

Organizers Client Experience

Organizers Client Experience on Mobile

[Video] Organizers Client Experience

Tax Returns

Returns Client Experience 

K-1 Distribution 

K-1 Recipient Experience

Client Experience: Returns on Moblie 

[Video] 1040 Client Experience 

[Video] Entity Client Experience with K-1 Distribution

Extensions

Extensions Client Experience

[Video] Extensions Client Experience 

Exchange

Client Experience: Upload Documents 

Client Experience: Document Request List

Client Experience: Download Documents

Next Gen Gather AI

Gather Client Experience

[Video] Gather Client Experience