Send documents from Practice Online

https://help.myob.com/wiki/x/jAwdAg

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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 Create a general task.
publish a document straight from your MYOB AE/AO desktop software, see Send documents from MYOB AE/AO.

Related topics

Select a document to publish

Send documents from MYOB AE/AO

Send documents for digital approval

Access published documents

Documents

Tasks