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how to automate your payment collection process with locked documents to invoices feature well use the get ready for tax season pipeline as an example you can copy it from our library when my tax preparer finishes the preparation theyre supposed to upload the return in the private folder of the client account and also link the document to the job so that its easier to access for the reviewer this is also shown in the subtasks of the task that is automatically created for the preparer after doing these steps and marking the task as completed the job will move into the manager review stage and then the manager would complete their task as well the job would then move into the invoice plus signature stage lets take a look at the automations in that stage there is an update account access automation which will give a team member access to the account and there are also two task automations for moving the document into a shared folder and also requesting the signature on it besides tha
