Documents and checklists

What it is for: collecting exactly the right files, reviewing them, and sending work back, without email attachments.

Request a document

1. Open the client’s record or the Documents area.
2. Request the specific document you need. It appears on the client’s dashboard as something they owe you.
3. When the client uploads it, the request clears.

Review an upload

1. Open the uploaded file from Documents.
2. Approve it, or ask for a new copy with a short reason. The client is notified either way.

Share a draft or finished return

1. Upload the file and send it to the client.
2. The client sees it in their own documents area.

Checklists

Use a checklist to lay out everything a client needs to provide. Open items show up on the client’s dashboard under “What your firm needs,” so both sides always know what is outstanding.