A gated document stays out of the client's reach until it's paid for.
Client Shared
2025 Form 1120-S — final.pdfLocked$1,450.00
2025 K-1 — Mitchell.pdfUnlockedPaid Aug 9
2025 Form 8879 — e-file authorization.pdfShared
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Document
2025 Form 1120-S — final.pdf
Amount due
$ 1,450.00
What the client sees
2024 tax return preparation fee
Shown to the client — a short line describing the charge.
Payment method
Card & bank
Notify client now
Your 2025 Form 1120-S is ready. There's a balance of $1,450.00 on this document — once it's paid you'll be able to open and download it from your portal.
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This document can't be gated
It's a KBA-signed e-file authorization (8879/8878). IRS rules require the client to retain a copy of their signed authorization, so it can never be paywalled.