Work With Clients And Documents

When To Use This Workflow

Use client collaboration when accounting work is blocked by a missing answer, uploaded file, portal access issue, communication history, or client-side integration authorization.

Client Portal

The client portal gives clients a focused place to upload documents, review transactions, answer work requests, view reports, and manage their own access. Use portal screenshots or instructions when explaining exactly what the client should click.

Request Files

From Shared Files, request documents when the accounting team needs statements, receipts, invoices, or other support. Write the request clearly and tie it to the period or transaction context.

Organize Uploads

Use Shared Files to review uploaded documents, keep folders clean, and link files back to transactions, work items, journals, reconciliations, or reports.

Work Through Client Questions

Use Client Work to track open questions and tasks. Status filters help separate unanswered work, completed items, and requests that need follow-up. Open an item to review linked transactions, files, replies, and attachments.

Review Communications

Use Communications when the answer may already exist in a sent request, received reply, or failed email. Check delivery state and message detail before asking again.

Invite A Client

Use Client Access when the client needs portal access. Confirm the recipient, permissions, and access link before sending.

Recommended Order

Confirm portal access -> send the request -> wait for upload, answer, or connection -> review the result in Client Work, Shared Files, Communications, Transactions, or Integrations -> apply the answer back to the accounting workflow.