Docs (Basic): Request E-Feedback (Approve/Disapprove) From Clients

Make sure your clients are satisfied and that you didn’t miss something by requesting approval of the documents you’ve prepared. This allows you not only to make sure clients are pleased with your work but also to check that you got everything correctly.

When a client is not satisfied, they are prompted to explain why, so you immediately know what to address.

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

Make sure your clients are satisfied and that you didn’t miss something by requesting approval of the documents you’ve prepared. This allows you not only to make sure clients are pleased with your work but also to check that you got everything correctly.

When a client is not satisfied, they are prompted to explain why, so you immediately know what to address.

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.