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Video

Client Portal: Approving Documents Prepared for You

Review firm-prepared documents to make sure that you are satisfied with their work.
You can approve or request edits in prepared documents. If you are not satisfied with the result, you can give feedback and explain what needs to be changed.

To learn more, check out this link: https://client-help.taxdome.com/article/13-how-to-approve-firm-prepared-documents

Download TaxDome Client Portal mobile app on iOS & Android:
https://apps.apple.com/us/app/taxdome/id1472202357
https://play.google.com/store/apps/details?id=com.taxdome

Video

Client Portal: Approving Documents Prepared for You

Review firm-prepared documents to make sure that you are satisfied with their work.
You can approve or request edits in prepared documents. If you are not satisfied with the result, you can give feedback and explain what needs to be changed.

To learn more, check out this link: https://client-help.taxdome.com/article/13-how-to-approve-firm-prepared-documents

Download TaxDome Client Portal mobile app on iOS & Android:
https://apps.apple.com/us/app/taxdome/id1472202357
https://play.google.com/store/apps/details?id=com.taxdome