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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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
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!