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Send documents for digital approval

You can share documents with a client by publishing them to the client’s portal, straight from MYOB AO/AE. An approval task will be created for your client, so they can view, download, print and approve the documents from within their portal. For instance, you can send financial statements, invoices and tax returns. Watch this video to see how clients can approve documents in their portal.

If you’re sending documents that don’t require a digital signature (approval), see Sending documents from AE or AO by publishing to portal.

About digital signatures

A digital signature is a legally-binding way to electronically sign a document, and is covered by:

MYOB has explicitly sought approval from government bodies that our clients deal with (ASIC, ATO and IRD) to ensure there are no issues with our digital signing method.