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Firms can lock an existing document from the top-level folder with the Client can view access level to an invoice. The client will see the document but won’t be able to view or download it until the invoice has been paid.
Learn more in our Help Center: https://help.taxdome.com/article/141-locking-a-document-to-a-bill
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.
Video
How to Lock an Existing Document to an Invoice
Firms can lock an existing document from the top-level folder with the Client can view access level to an invoice. The client will see the document but won’t be able to view or download it until the invoice has been paid.
Learn more in our Help Center: https://help.taxdome.com/article/141-locking-a-document-to-a-bill
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/.
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo.
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars.
