Connect
Link client account once
Remitian Learning Hub
Here's your firm's page to learn everything about Remitian. Click the links below to find out more about your specific need.
Make Tax Payments Seamless and Stress-Free
Aprio now offers a hands-free way to manage IRS and State tax remittances for you and your clients — powered by Remitian.
Automated payments with client approval
Initial Outreach Email Scripts
Email templates for you to inform clients how easy Remitian is to use.
DownloadPhone Call Script
Look at some opening pitch calls and the response to overcome objections.
DownloadChat with our Customer Success team
We are here if you have questions that need to be addressed.
Schedule a callFrequently asked questions
How can an email be changed on Remitian?
1. Under Dashboard, click Clients, click the box beside the select preferred client.
2. Click on the Edit link underneath the client's name and email address.
3. Edit the client's email. Once updated, click Save.
Please Note: For security reasons, a client’s bank account may have to be remove prior to updating of email.
Accountant vs Client Portal: What’s Different?
Understand what each user role can do on the Remitian platform
Remitian supports both accounting firms and individual clients. Each role sees a customized experience:
Accountants can:
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Manage multiple client profiles
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Submit or edit bank details and authorizations
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Schedule and cancel tax payments
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View detailed payment histories
Clients can:
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View payment status and history
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Receive reminders and updates
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Submit or edit bank details and authorizations (if enabled by their accountant)
- Schedule, Approve and cancel tax payments
What type of Tax Accounts can be scheduled?
Multiple tax accounts can be connected to a person's account as long as they are registered to the correct person.
The type of Accounts available are dependent on what is currently allowed through each state's portal. But nearly all support:
- Corporation
- Sole Proprietorship
- Personal
If you ever want to know a full list of what's available for your client's state, email us at support@remitian.com.
How long does it take for my client to receive an invite email?
Your client should receive the invite email instantaneously.
If they have not received it, please ask them to check their spam folder. And it never hurts to double check each character in the email you listed.
If you're still having issues, feel free to email us at support@remitian.com.
