Docs (Basic): Share docs with third parties or clients without portal access

You can share any file uploaded to TaxDome with a third-party recipient, such as a mortgage banker or a lawyer. Also, if your client or its contact doesn't use the client portal, you still can share docs with them by listing them as third-party

Here's how sharing documents with third parties works:

1. Select the checkbox next to the required document(s), then click  Share. To select all documents, select the checkbox at the top of the table.

2. By default, the documents are sent to the emails associated with the client account, which have the notifications in their profile turned on. However, you can add other email addresses. Click Add another email address to add a new one.

3. You can add an expiration date for each email address you include. The document will be available to that person until the date you choose. Read more on email attachment security here.

4. Optionally, add a custom message that will be sent to all recipients, then click Save to share the document(s).

The selected file(s) will be shared with all parties and emails associated with the client account. 

The email will be sent on behalf of the firm member who shared this document. The recipients will be able to reply to the sender's email. They will not be able to see who else received the message, as each of them will receive a separate email.

Note! If the document is locked and pending payment, the bill payment pop-up will be displayed when any recipient tries to open it. If the document shared by email is not locked, the recipient can view and download it instantly.