What your client sees on a request page

The request header

The client request page shows your workspace name and the label Secure document request.

The main request card

The main card shows the close period, the due date, progress, and each requested item. The page tells the client that their bookkeeper needs the listed items to finish the month’s close and asks them to upload each file next to the matching request.

Each requested item

Each item shows the item title, optional description, uploaded file names if files have already been submitted, and any note attached to the item. If the request is still open, the client can choose Upload file or Add note.

The summary panel

The side summary shows the client name, period, number of missing items, and status. It also shows the request message from your team, or a default message asking the client to upload the requested documents.

Security note shown to clients

The client page states that the link is unique to the request and that files are submitted directly to the bookkeeper’s secure workspace.