Lock Deliverables Behind a Paywall
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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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Amanda Aparicio
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Amanda Aparicio
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Amanda Aparicio
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Arielle Helkowski
This would be so helpful for monthly reports as well! Especially in the scenario of payment arrangements and the work has been done but delivery is contingent on payment- it would speed up the process greatly to basically have the delivables uploaded to the designated folder and immediately released upon payment of the invoice associated with it. Taxdome does this as well
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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!
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Merged in a post:
Lock Client files to invoices
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Jay Wewer
Billing & Invoicing - Lock client return upload to invoice for payment before release
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Kyle Hauenstein
I like this more for the monthly financial statements. i just don't file the return until they pay.
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Lynda McGregor Jacobs
Kyle Hauenstein Agree! This is greatly needed!
Amanda Aparicio
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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!