Simplify tax season: Download 2023 tax documents now – secure, easy and online
February 22, 2024
You can now easily help your clients by accessing and downloading their tax statements on their behalf if requested. Clients can also download their documents directly from MyAccount.protective.com.
You can now easily assist your clients by accessing and downloading their tax statements on their behalf if requested. Visit the Document section in your client's profile at myprotective.com for quick access.
Clients can also download their documents directly from myaccount.protective.com. Help your clients stay connected to what's important with MyAccount. Learn more about the benefits and share them with your clients by downloading our MyAccount consumer flyer.
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.
For questions about 2023 tax documents, contact your Protective representative.
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Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security customers deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
For Financial Professional Use Only. Not for Use With Consumers.
CLA.5357246.12.23
CLA.5357246.12.23