What your client sees
Follow a Workpapers invitation through the client portal so you can explain the checklist, uploads and messages.
Source reviewed Product documentation
In the case, choose Invite client, confirm the address and choose Send invitation. Paste the copied link into your email or message to the client. The link opens an invitation page showing the practice name. The client signs in with the address you invited and chooses Accept invitation.
After joining, the client sees their Overview, Documents, Messages, Activity, Invoices and Profile in the portal. The overview shows readiness and items still needed. The Documents area lists what they have sent; Messages is the conversation with the practice.
An item in the case's Awaiting list can appear in the client's checklist. Ask the client to use the requested item when uploading so the file lands against the right request. Their uploads enter the same case you invited them from. They can also see files the practice has shared with them.
If a client reports an empty or wrong workspace, first confirm the invitation email and the signed-in account. Inviting a client covers issuing a fresh link.