Client Portal & Requests

Add links to the client portal Resources page

Add useful links to the Resources page in your client portal, then reorder, edit, or remove them.

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

Learn how to send PDFs for electronic signature in Tidyflow, add signers and fields, collect consent, and keep the completed document and audit trail.

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

Learn how to upload, download, and organize client files in Tidyflow, including bulk downloads and full-workspace backups.