Work With Clients And Documents

Use this section when accounting work is blocked by a client answer, uploaded file, portal access, or communication history.

Start By Outcome

Show the client what to do

🪪Use The Client Portal

Client portal desktop home with the client switcher, Upload Documents, Transactions, Work, Reports, and MY marked

Client portal mobile home with the client switcher, Upload Documents, Transactions, Work, and MY marked

Ask for files

📨Request Files From A Client

Shared Files request modal for asking a client to upload files

Organize uploads

🗂️Organize Shared Files

Shared Files with seeded folder, document, and work links

Resolve client questions

✅Work Through Client Questions

Client Work inbox with seeded and automation-created work items

Check messages

💬Review Communications

Communications list with received, sent, and failed email states

Invite a client to the portal

🚪Invite A Client To The Portal

Client Access page and portal link controls

Recommended Order

Confirm the client has portal access -> send the request -> client uploads, answers, or connects data -> review the result in Client Work, Shared Files, Communications, Transactions, or Integrations -> apply the answer back to the accounting workflow.

More Client Collaboration Pages

🧪Review Generic Checks 🤝Use Shared Files, Client Work, And Communications 🔐Configure Client Portal And Client Settings

💬

Ready to bring Wesley into your firm? Compare plans and start here: Wesley Pricing