Share documents with a client

Share a checklist, last year’s return summary or an invoice copy, and it appears in the client’s Documents in the portal.

1. Open the client’s or the job’s Documents.

2. On the file’s row, open its actions menu and choose Share. To share several files, tick them and use the same option in the bar above the list.

3. In Share with Client, press Share.

Note

Only people with Full Access to the client see a shared file; Limited Access contacts do not.

Stop sharing

Choose Manage Client Access on a shared file, then Stop Sharing. The file leaves the client’s portal; it stays in BMS.

Find shared and received files

The side panel of Documents has two views: From Client (everything clients sent) and Shared With Client. Shared files carry a tick.

What the client sees: your shared files beside theirs.