Dedicated CPA
Documents and tax returns

Agreements and signed copies

Find your agreements, download the signed copy and see their invoices.

  1. Step 1: Open More, then Agreements

    Each agreement shows its title, a status word with the date, and the account.

    Use the filters at the top to find one: All, Waiting, In service, Ended.

    Agreements list with filters All, Waiting, In service, Ended and four agreements
    Your agreements.
  2. Step 2: Open an agreement

    Figures shows the total invoiced, what was paid and what is still owed.

    Invoices lists the invoices for this agreement.

    Agreement page with Figures (total invoiced, paid, still owed) and its invoices
    An agreement: figures and invoices.
  3. Step 3: Download the signed copy

    Signed documents show with the date they were signed and a Download button.

    If it says Preparing your copy, wait a moment. If it takes long, tap Retry, or Tell us.

  4. Step 4: Pay an invoice from here

    An invoice that is due shows a Pay button. It opens the same pay window as Billing.

    An invoice dated in the future says when you can pay it, for example "Pay from Nov 1".

Good to know

  • Long titles are shortened on a phone. The full title is on the agreement's page.

Screens show a sample account with made-up details.

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