Guide for clients

For clients of the firm: sign in, upload, answer requests and sign.

For: Your clients

Using your portal

• Sign in to your accountant's portalLiveBeing written

  Password, an emailed sign-in link, or creating your account the first time.

• Your Home pageLiveBeing written

  What is waiting for you, your current work and recent documents.

• Upload a documentLiveBeing written

  Choose the request item it belongs to, or send it to the firm.

• Scan a document with your phoneLiveBeing written

  Photos arrive at the firm as PDFs.

• Answer a request, item by itemLiveBeing written

  See which documents are still missing and the firm's replies under each item.

• When you do not have a documentLiveBeing written

  Press "I don't have this" and write why; the firm is told.

• Tell your accountant you are done uploadingLiveBeing written

  One press stamps every open request and notifies your accountant.

• Follow your jobs in Your WorkLiveBeing written

  Four plain steps per job: Not started, In progress, Waiting on you, Completed.

• Find your documentsLiveBeing written

  Everything shared both ways, with search and date filters; you can add but never delete.

• Sign a documentLiveBeing written

  Draw, type or upload your signature; the signed copy files itself on the job.

• Your InboxLiveBeing written

  A history of everything the firm sent you; new entries are marked until you open it.

• Account settings: notifications, two-step sign-in and passwordLiveBeing written

  Keep your account secure.

• Add the portal to your phone's home screenLiveBeing written

  Install BMS for Clients like an app.

• Pay an invoice onlineNeeds setupBeing written

  Pay Invoice by card from Billing.