The Document Locker, Document Request List, and “Send to Accountant” button are powerful tools designed to streamline document sharing and keep both clients and firms aligned throughout the engagement process.
Please remember to notify your tax professional once documents have been uploaded to ensure timely review.
🔒 Document Locker
Used for general file uploads that are not tied to specific requests. Documents placed here remain visible to both the client and the firm.
Use When:
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Uploading supplemental or permanent documents
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Sharing files that weren’t specifically requested
📋 Document Request List
This is where the firm provides a formal list of required documents. Each item includes instructions and allows both parties to track the status of submissions.
Use When:
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Requesting specific files needed for tax preparation
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Providing an organized checklist to clients
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Tracking progress on submitted items
📤 “Send to Accountant” Button
This feature notifies the firm that the majority of requested documents have been uploaded and the return is ready to be queued for preparation.
Use When:
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Most checklist items have been completed
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Any additional documents have been uploaded
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You’re ready for the firm to begin return preparation
Why It Matters:
Clicking this button helps avoid delays and ensures a smooth handoff from client to accountant.
Summary Table
| Feature | Purpose | When to Use |
|---|---|---|
| Document Locker | General file uploads (not tied to a request) | For supplemental, permanent, or unsolicited documents |
| Document Request List | Structured list of specific document needs | To formally request and track required documents |
| Send to Accountant | Signals submission is complete and ready for review | Once most uploads are done and no further documents are needed |
