Skip to content
Octotax is new and being tested with its first users. Tell us what you think
Octotax
Help centre

Clients · Octotax for Accountants

Records and the monthly checklist

Clients send receipts and statements from their phone any time, against a monthly checklist you set.

  • Clients use Send records to take a photo or choose a file and say what it is. Records land in the client's Documents tab marked New records.
  • Set a monthly checklist on the client's Client area tab, for example "Bank statements by the 7th". Clients tick each line off or upload against it, and get a reminder when one is overdue.
  • Open document requests show as a year-end pack with progress.

Related guides

Still stuck?

Contact support: [email protected], we aim to reply within one working day.