Client Tax Documents Now Available
Protective offers convenient and secure self-service options that allow customers to easily manage their accounts online and view important tax information. Clients can now sign in or register their MyAccount profiles today to easily download the documents they need to get through the 2023 tax season.
MyAccount is simple to set up, with convenient and secure digital capabilities that make life easier for your clients. Plus, it takes some of the administrative work off your plate.
In addition to downloading their tax documents, select features of MyAccount include:
- Anytime/anywhere account management
- View and update account and profile information 24/7
- Change beneficiaries
- Pay their way with ePayments
- Set up recurring payments
- Make one-time payments
- Streamline document management and notifications with eDelivery (electronic delivery)
- Receive account notifications electronically instead of by mail
- View account documents online and download
- Choose/change notification channel (text, email, or phone)
You can help clients register for MyAccount at myaccount.protective.com.
Learn more about the benefits and share them with your clients by downloading our MyAccount consumer flyer.