Accountancy practices use MyDocSafe to automate the following processes:
Signing engagement letters.
Approving annual accounts and VAT submissions
Securely distributing payroll reports and payslips. To take advantage of the 'secure distribution feature', use a portal group called "Clients" with a subportal group called "Employees".
Onboarding clients and running AML checks
For US Tax Adviser only:
Upload the attached configuration file to your portal group settings to get a quick start. See this article to find out precise instructions.
Tax advisers automate their business through secure portals that let them take instructions in, sign engagement letters, charge for their reports before they are digitally signed and streamline new instructions by letting their customers import data entered in previous years. They also use self-signup links to empower their clients to see the portal experience for themselves, before signing the engagement letter.
To upload this portal configuration - use the attached Zip file called "TaxClients".