What functions does an invited user have access to in the Reviewers & Approvers portal?
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Last modified 12/26/2023 7:02:59 AM EST |
The user (reviewer) can perform the following functions in the Reviewers & Approvers portal.
- View - View the return in PDF format
- Download - Download the return in PDF format
- Email - Send an email to any recipient along with the form attachment
Add comments - During the review process, you can post your comments and view other reviewers' comments.
View Other Users' Status - Reviewers can view the other invites' review status.
Approve the return - Users can electronically sign and approve the return after completing their review.