Want to share links to your clients' Tax Explainer with them? Here's how.
Firm Admins have the ability to enable Holistiplan reports to be shareable with clients using unique links to those reports. Currently, the link sharing feature is available for the Tax Explainer Report, and we hope to be adding that link sharing capability to other reports in the future! To activate this feature, Firm Admins can navigate to Settings > Security Settings. 
Once there, click on the toggle within the Firm Preferences section to "allow shared linking." This will enable the link sharing feature.
You will then see a shareable link appear at the top of the shareable reports, like the Tax Explainer Report for Peter and Paula's 2022 tax return in the example below.
To obtain the link to share with the client, click on the "Share" link shown above. When you do, a pop up window will appear showing the link (underlined in blue) to share with the client (click the copy icon circled below to copy/paste), in addition to the password (outlined in red) they will need to open that link. For security purposes, this link you share will expire in two weeks (as highlighted below).
Remember to copy the link and password before closing the pop-up window, as that information will not be available after you leave that page.
If you have any questions, please Contact Support for assistance.