Client Portal & Requests

Client upload links

Share a no-login upload link with clients, see what they experience, and find, secure, and get notified about the files they send.

Complete a request from your accountant

Answer questions, upload documents, approve drafts, and submit a request to your accountant from the client portal.

Electronic Signature Overview

How to Collect Files from Clients

Compare the four ways to receive files from clients in Tidyflow: client requests, the firm upload link, per-client upload links, and the client portal.

How to share files with Contacts

Invite a Contact to the Client Portal

Send a client questionnaire or tax organizer

Build a questionnaire with sections, conditional questions, and document uploads, send it to clients, and review their answers.

Uploading and downloading files