Keep client documents in the library
Store, rename, move and delete each client's files in fixed folders.
Every client has a Documents tab. Files sent in through requests appear there under From requests, and you can add your own.
Folders: Licence & registration, Corporate tax, VAT, Bank & books, AML & KYC, Engagement, and Other.
- Open the client and go to the Documents tab.
- Choose a folder and upload one or more files.
- Use the folder chips or the search box to find a file.
- Rename a file or move it to another folder from its row.
Each file shows its size, who uploaded it and when. Deleting a file needs manager access or above.
Storage
Each firm has 5 GB of document storage. Files are encrypted when stored and are always downloaded as attachments. Only people in your workspace can download them, and members tied to one office see only that office's files.
Tip: Clients never see which staff member uploaded a file. The portal only shows them the file name and size.