Request documents through the client portal
Send a client a secure link to upload files and answer questions, without them needing an account.
A request is a list of documents and questions for one client. The client opens a private link, uploads files and types answers. There is no password to remember.
- Open the Requests page or the client's Requests tab and create a request.
- Add items yourself, or start from a quick list: CT return, VAT return, Onboarding or Monthly close. Your firm's own request templates also appear here.
- Send it. The client receives an email with the link. Copy link gives you the link without emailing it.
Clients can upload PDF, image, Excel, CSV, Word and ZIP files up to 15 MB each. A document item cannot be marked done without a file, and a question cannot be marked done without an answer. You can also upload a file on the client's behalf.
On Practice and Firm, items can ask for a yes or no, a number, a date or a choice, and three ready-made questionnaires are included: CT facts, VAT registration and AML/KYC.
Changing or cancelling
An item that already holds files cannot be removed by editing the request. Cancel the request instead, which removes its files.