Access Tax

Overview

Instructions for uploading documents to a client Vault

Adding Documents to the Vault (for your Clients)

Learn how to upload and send documents to clients for digital signing

Digital Signatures - User Guide

Viewing and Managing Client Vault Contents

Archive Documents

Learn how to remove documents from a client Vault

Deleting Documents from a Client’s Vault

Learn how to move documents to a new email address

Transferring Documents Between Email Addresses in the Vault

Learn how clients can securely upload documents to their Vault for the practice to access.

Client Uploading Documents to Their Vault

Vault

Privacy Policy

Customer Success Portal

Useful links:

Find answers and get help from Intercom Support and Community Experts

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