Download this user guide for detailed step by step instructions.
Your Access Accountants Compliance subscription includes the Access Documents feature. When working with tax returns in Access Tax which you want to save or send to the client, first click Save to Access Documents.
After saving documents this way to Access Documents, it will sync and immediately be made available in the Files tab for the Client in Access Practice SE.
If you find that this is not working, check your Settings in Access Tax as follows:
Go to the settings cog then click on the Electronic Signature tab.
Confirm it is set to Access Documents.
Even though it shows E-Signatures has been set up successfully, you will instead use the document signing features available in Access Practice SE as part of your client management workflow.
Document signing requests in Access Practice SE are closely integrated with tasks and client record.
You can also review this article Access Practice SE - Document Signing Frequently Asked Questions for more details.