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You can send a document to a client for viewing in their portal, straight from Practice Online, by creating a task.

When you create a task, you can attach documents and add some instructions for the client. The client will be notified immediately by email that you have shared something with them, and they’ll sign in their portal to view the document you published.

For instructions on how to create a task in Practice Online with a document attached to it, see Creating Create a general task.

If you use MYOB AE/AO, you can publish a document straight from your desktop software. See Send documents from MYOB AE/AO.

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Selecting documents Select a document to publish

Sending docs to your client

Sending docs to your client Send documents from MYOB AE/AO

Send documents for digital approval

Accessing Access published documents

Documents

Tasks