Files and folders
- Open the client's document workspace from Inbox
- Upload files and manage folders
- Move files between folders
- Download attachments and submitted files
Client Files
Collect tax documents without chasing them in a separate tool
Keep each client's files on the contact record. Send a document-request packet, let the client upload through the portal, and see what is still missing before you start the return.
Manage the client's document workspace
Open the files from Inbox, keep them in folders, and move them when the work changes.
Where documents live
- On the contact in Inbox
- In the Client Portal for the client to upload and download
- On a task linked to that contact
- On a business record when the client has more than one business
Send document requests your clients can actually complete
Ask for the packet once, then see which items are still open.
Document-request packets
- Select common document types
- Add a due date
- Write English and Spanish request instructions
- Send by email, SMS, or both
Status the office can see
- Requested
- Pending
- Uploaded
- Accepted or rejected
Reminders
Turn on recurring reminders, choose cadence and time, pick the channel, and customize the reminder message so missing W-2s and IDs do not sit in a personal text thread.
Clients upload in the portal. Your team stays in Conecta.
The client sees the request. The office sees the file on the same contact.
- Your office sends the requestFrom Inbox, a task, an Automation, or the contact record.
- The client completes itemsThey upload through the branded portal and see what is still needed.
- Your team reviews the fileAccept or reject items, download the documents, and keep working from Inbox.
Documents, signatures, and follow-up have different jobs
Use Documents for files and requests. Use E-Signatures when a PDF needs a signature. Use Automations when the request should repeat.
| Feature | Primary purpose |
|---|---|
| Documents | Store client files, send document-request packets, and track what is still missing. |
| E-Signatures | Send a PDF for electronic signature and review signature history. |
| Missing document follow-up | How tax offices use bilingual reminders when W-2s, IDs, and 1099s are still outstanding. |
Connected to the rest of the client journey
Document work starts in Inbox, shows up in the portal, and can be triggered by Automations or Tasks.
InboxOpen the document workspace from the client conversation.
Client PortalLet clients upload and complete request items in English or Spanish.
AutomationsSend document requests and reminder follow-up automatically.
E-SignaturesSend the PDF that still needs a signature.
Keep the missing documents on the client record
Request the packet, collect the files, and stop chasing W-2s across email, texts, and a separate drive.