Client Portal: How to Unlock Documents

Your tax preparer sent you documents, but they are locked? If you have a document that is pending payment, you need to pay the invoice that blocks it to view it.

To learn more about locked documents, visit our Help Center: https://client-help.taxdome.com/article/55-locked-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

Your tax preparer sent you documents, but they are locked? If you have a document that is pending payment, you need to pay the invoice that blocks it to view it.

To learn more about locked documents, visit our Help Center: https://client-help.taxdome.com/article/55-locked-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