Lock Deliverables Behind a Paywall
under review
J
Jennifer Rodriguez
I would love to have clients have to pay an invoice before they can review their tax returns and e-sign for approval
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J
John Winston Verner, CPA
YES PLEASE! If I could upload a tax return somewhere, have them review - sign - pay, and then automatically release it. That would be a game changer! Even better - if the software could connect via zapier to pro-connect or other tax softwares to click send and that process happen!
Autopilot
Merged in a post:
Lock Client files to invoices
J
Jay Wewer
Billing & Invoicing - Lock client return upload to invoice for payment before release
K
Kyle Hauenstein
I like this more for the monthly financial statements. i just don't file the return until they pay.
Amanda Aparicio
marked this post as
under review
E
Emily Taylor
Amanda Aparicio - any way this feedback go into under review? private annotations directly on PDFs
Amanda Aparicio
Hello, Emily Taylor! We're keeping an eye on your post for private annontations, and if it gets more traction, we'll bring it under consideration!