Clients · Octotax for Accountants
Document requests and messages
Ask clients for exactly what you need, let them upload against each item, and message them securely.
Request documents
- From Requests (or a client's Requests and messages tab) choose Request documents.
- Start from a template, such as year-end records or a VAT quarter, and adjust the items.
- The client uploads against each item in their portal, or marks it as not applying. You accept or send back each one.
Reminders go out automatically until everything is in, and stop as soon as the request is complete.
Messages
Messages is a shared inbox for conversations with clients. Clients reply in their portal. Emails only say there's a new message, so nothing confidential sits in an inbox.
Related guides
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