Windows App: Request client approval

Request approvals from the TaxDome Windows desktop app as you upload prepared documents and forms and make sure you didn’t miss something and your clients agree with the doc. This allows you to eliminate misunderstandings and minimize possible errors.

Note: You must upload documents to a top-level folder with Client can view access to request approval.

To request approval on prepared documents and forms:

1. Upload the doc to the TaxDome Windows app by clicking New > File upload. 

2. Select the client account the doc is for. 

3. Select a folder with  Client can view access (learn more about access) to which you want to upload the doc, then toggle on Request client approval. 

4. Click Upload files.

Then you upload files, clients will receive a notification. Further work with the approval is possible through the portal. 

Tip! You can easily track the document and its status inside your workflow by linking it to a job. When done, the job can be moved automatically to the next pipeline stage once the client approves a doc.