🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Document

KBA (Basic): View History/Audit Trail

KBA (Basic): View History/Audit Trail
2 Min

Each KBA attempt costs $1 per signer. You can easily control how your KBA balance changes with the audit trail.

The log shows you the entire history of when someone:

  • Adds funds to your firm balance for KBA
  • Requests KBA (either successfully or not)

To view the history of your transactions, go to
Settings, select the Firm Balance tab, then click Audit Trail far to the right.

 

Read more

Document

KBA (Basic): View History/Audit Trail

Each KBA attempt costs $1 per signer. You can easily control how your KBA balance changes with the audit trail.

The log shows you the entire history of when someone:

  • Adds funds to your firm balance for KBA
  • Requests KBA (either successfully or not)

To view the history of your transactions, go to
Settings, select the Firm Balance tab, then click Audit Trail far to the right.