Delivering documents

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You can deliver multiple documents using each of the following ways:

1. via CD-ROM.

2. via a website (if you have your website integrated with TaxWorkFlow).

All manual delivery options are available from the client’s view form at the “Documents” tab in the bottom of the form. Click your right mouse button at the field to see the following context menu:

 

 

From here you may publish documents on the customer portal (will be available soon) or burn them on a CD-ROM. Also you can email documents to taxpayer, spouse or both.

 

You can configure the system to publish documents on a client's portal automatically. Moreover, if you use TaxFlowService to upload documents it will automatically publish them to web-portal if you checked “Automatically publish documents in this folder to web-portal” box. This feature was described in details in the “Organizing documents” section.