A Delivery Package in Firm360 is a secure way to share finalized documents with clients and request required actions, such as reviewing and signing documents, completing tasks, or paying invoices before work is finalized (for example, prior to e-filing a tax return).
When a Delivery Package is sent, the client will receive an email notification letting them know they have a new message available in their client portal.
After logging into the portal, the client will see a blue notification banner across the top of their dashboard with a View Delivery Package button (as shown in the screenshot below). Clicking this button will open the Delivery Package details.
Completing the Delivery Package
Once inside the Delivery Package, the client will need to:
Complete all Client Actions listed (such as signing documents or paying an invoice).
Download and review the attached document(s), if applicable.
Click Mark Complete once all required actions have been finished.
After selecting Mark Complete, the Delivery Package will be finalized.