What functions does an invited user have access to in the Reviewers & Approvers portal?
36 views | Last modified 4/16/2024 1:42:24 AM EST |

The user (reviewer) can perform the following functions in the Reviewers & Approvers portal.

Review return

• 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.