Use Shared Files, Client Work, And Communications

Use this guide when a client workflow spans files, client work, communications, and the client portal.

Start With Files In The Firm Workspace

Use Shared Files to find, request, or organize supporting documents from the firm side.

Shared Files with seeded folder, document, and work links

Understand The Client Upload View

When the client opens the portal, they use Documents to select files and send them back to the firm. Use this view when explaining exactly what the client should press.

Client portal desktop Documents screen with Select files and recent documents marked

Client portal mobile Documents screen with selected file, Add more, and Send documents marked

Track Work Items In The Firm Workspace

Use Client Work to track open requests and questions from the firm side.

Client Work inbox with seeded and automation-created work items

Understand The Client Reply View

When the client opens Work in the portal, they can read the request, review linked context, type a reply, attach files, and send it back.

Client portal desktop Work inbox with status filters and work items marked

Client portal mobile Work detail with request, status, reply, Attach files, and Send marked

Review Communication History

Use Communications when the answer may already be in an email or sent request.

Communications list with received, sent, and failed email states

Check Before You Leave

The client context should be linked back to the accounting workflow it supports, and the client should know whether to upload a file, answer a Work request, ask about a transaction, connect an integration, or review a report.

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