# BeforeMay documentation

> Public product guides, tutorials, integrations, and data/security explanations.
> Source review is not independent assurance or proof of deployment.

- [Client invitations and request links](https://beforemay.com.au/docs/markdown/account/client-access/content.md): The different access boundaries for uploads, signatures and identity checks.
- [Set up your practice](https://beforemay.com.au/docs/markdown/account/content.md): The account, workspace and team shared by the BeforeMay practice products.
- [Sign in and protect your account](https://beforemay.com.au/docs/markdown/account/signing-in/content.md): Email codes, magic links, connected identity providers and the second-factor step.
- [Team roles and invitations](https://beforemay.com.au/docs/markdown/account/team/content.md): Invite colleagues, choose access and hand over practice ownership.
- [BAS Review](https://beforemay.com.au/docs/markdown/bas-review/content.md): Review a coded BAS quarter from a Xero GST Audit Report CSV, work through GST findings and see the effect of agreed corrections.
- [Prepare a BAS quarter](https://beforemay.com.au/docs/markdown/bas-review/prepare-quarter/content.md): Export a Xero GST Audit Report CSV, choose the period, basis and BAS type, and supply optional lodged figures.
- [What the BAS rules check](https://beforemay.com.au/docs/markdown/bas-review/rule-coverage/content.md): Read the BAS Review rule list, understand “could not run”, and check where supplier GST registration evidence came from.
- [Return to a BAS review](https://beforemay.com.au/docs/markdown/bas-review/saved-reviews/content.md): See a saved quarter in the practice portfolio and reopen its decisions with the original GST Audit Report CSV.
- [Check a supplier's GST registration](https://beforemay.com.au/docs/markdown/bas-review/supplier-gst-check/content.md): Read the ABN Lookup result for a BAS finding, and know when a supplier was matched only by name or could not be checked.
- [Work the BAS findings](https://beforemay.com.au/docs/markdown/bas-review/work-findings/content.md): Read a finding beside its ledger line, accept or dismiss it, and understand the open exposure and agreed correction.
- [Buy more returns](https://beforemay.com.au/docs/markdown/billing/buy-more-returns/content.md): Check the practice's allowance and buy additional Workpapers returns when you need them.
- [Check storage use](https://beforemay.com.au/docs/markdown/billing/check-storage/content.md): Find the practice's storage meter and see what happens when stored files exceed its allowance.
- [Download a tax invoice](https://beforemay.com.au/docs/markdown/billing/tax-invoices/content.md): Find the Stripe tax invoice for a Workpapers plan renewal or a return top-up.
- [Add an email to a case](https://beforemay.com.au/docs/markdown/cases/add-an-email/content.md): Drop a saved client email into the case to add its note and attachments to the source files.
- [Chasing documents](https://beforemay.com.au/docs/markdown/cases/chasing-documents/content.md): Why a missing document is not a review point, how the chase list is built, and what to send the client.
- [Mark a case complete](https://beforemay.com.au/docs/markdown/cases/complete-a-case/content.md): Record that your review is finished and keep a note of how the case went.
- [Invite a client to their portal](https://beforemay.com.au/docs/markdown/cases/invite-a-client/content.md): Prepare a case invitation link for the right email address so the client can upload documents and reply in the portal.
- [Fix a locked PDF or phone photo](https://beforemay.com.au/docs/markdown/cases/locked-pdfs-and-photos/content.md): Unlock a password-protected PDF or convert an iPhone photo so the case can read it.
- [Request missing documents](https://beforemay.com.au/docs/markdown/cases/request-documents/content.md): Add a document to a case checklist, then send the client the right list by email or portal message.
- [Restore a deleted case](https://beforemay.com.au/docs/markdown/cases/restore-a-case/content.md): Find a case in Trash and put it back with its documents before the recovery window ends.
- [Roll a case forward](https://beforemay.com.au/docs/markdown/cases/roll-forward/content.md): Start next year's case from a completed case while carrying the client details and document chase list.
- [The case model](https://beforemay.com.au/docs/markdown/cases/the-case-model/content.md): A case is one client for one financial year. What that constraint buys you, how a case moves through its stages, and how last year's case seeds this year's.
- [Upload a folder of files](https://beforemay.com.au/docs/markdown/cases/upload-a-folder/content.md): Add a client's folder or ZIP to one case and check which files were actually read.
- [Change the portal language](https://beforemay.com.au/docs/markdown/client-portal/change-language/content.md): Show a client where to switch the invitation and portal to a language they can read.
- [Help a client upload from a phone](https://beforemay.com.au/docs/markdown/client-portal/upload-from-a-phone/content.md): Explain the mobile checklist, camera upload and document status to a client who is sending receipts.
- [What your client sees](https://beforemay.com.au/docs/markdown/client-portal/what-the-client-sees/content.md): Follow a Workpapers invitation through the client portal so you can explain the checklist, uploads and messages.
- [Add or import clients](https://beforemay.com.au/docs/markdown/clients/client-list/content.md): Add a client to the shared BeforeMay directory, or import a client list after checking the column mapping and preview.
- [Keep a client's email and files](https://beforemay.com.au/docs/markdown/clients/email-and-files/content.md): Connect Outlook, read a client's messages, save a message to their files and upload documents directly to the client record.
- [Client files and previews](https://beforemay.com.au/docs/markdown/clients/files/content.md): Find files held for a client and distinguish client records from case evidence.
- [Clients](https://beforemay.com.au/docs/markdown/clients/content.md): Keep the practice's client records, relationships, email and files together, with the same client list used by Workpapers, Sign and Verify.
- [Raise and follow an invoice](https://beforemay.com.au/docs/markdown/clients/invoices/content.md): Create a client invoice, send its PDF from Outlook or mark it sent, then record reminders and payment.
- [Outlook and client mail](https://beforemay.com.au/docs/markdown/clients/outlook/content.md): Connect your own mailbox, save client messages and understand what is stored.
- [Record client relationships](https://beforemay.com.au/docs/markdown/clients/relationships/content.md): Add directors, trustees, beneficiaries and other connections on the client record, then inspect the relationship map.
- [Cloak](https://beforemay.com.au/docs/markdown/cloak/content.md): Detect personal identifiers in a PDF, check every mask and download a redacted copy from the browser.
- [Redact a PDF with Cloak](https://beforemay.com.au/docs/markdown/cloak/redact-a-pdf/content.md): Review Cloak's detected identifiers, add boxes for missed content and download the redacted PDF.
- [Handle a scan or make a demo copy](https://beforemay.com.au/docs/markdown/cloak/scans-and-demo-copies/content.md): Use Cloak's optional scan OCR, or make a fake-data copy for a demonstration without calling it redacted or anonymised.
- [Build your first working paper](https://beforemay.com.au/docs/markdown/getting-started/first-working-paper/content.md): Create a case, add evidence, prepare the workbook and complete your own review.
- [What to upload](https://beforemay.com.au/docs/markdown/getting-started/what-to-upload/content.md): Which documents change the quality of a working paper, which are optional, and what happens to a file the moment it lands.
- [Reconcile ATO pre-fill with client records](https://beforemay.com.au/docs/markdown/guides/ato-prefill-reconciliation/content.md): Compare 2025–26 pre-fill income with client statements, preserve the source of a mismatch and resolve it before final review.
- [Check a BAS before lodgement](https://beforemay.com.au/docs/markdown/guides/bas-before-lodgement/content.md): Review a coded quarter against the GST Audit Report, source invoices and lodged figures before accepting a BAS correction.
- [Build a company paper from a trial balance](https://beforemay.com.au/docs/markdown/guides/company-trial-balance/content.md): Take a 2025–26 company closing trial balance through account classification, year-end journals and tax reconciliations.
- [Work through crypto disposals from exports](https://beforemay.com.au/docs/markdown/guides/crypto-exchange-disposals/content.md): Build a 2025–26 crypto transaction trail across exchanges, distinguish disposals from own-wallet transfers and check AUD cost bases.
- [Review a Division 7A loan schedule](https://beforemay.com.au/docs/markdown/guides/division-7a-loan-review/content.md): Trace each 2025–26 private-company loan from its agreement and opening balance to repayments, interest and any shortfall.
- [Task guides](https://beforemay.com.au/docs/markdown/guides/content.md): Practical guides to recurring Australian practice work, from source documents through the reviewed working paper or BAS quarter.
- [Build a rental schedule from agent statements](https://beforemay.com.au/docs/markdown/guides/rental-agent-statement/content.md): Reconcile 2025–26 rent and expenses from the managing agent, avoid double-counting bills and check owner-paid costs.
- [Work out CGT on a share sale with parcels](https://beforemay.com.au/docs/markdown/guides/share-sale-cgt-parcels/content.md): Match a 2025–26 share sale to its purchase parcels, brokerage and dates before reading the capital gain in the working paper.
- [Prepare a trust distribution working paper](https://beforemay.com.au/docs/markdown/guides/trust-distribution-working-paper/content.md): Work from the deed, trustee resolution and trial balance to a beneficiary-by-beneficiary 2025–26 trust distribution schedule.
- [Glossary](https://beforemay.com.au/docs/markdown/help/glossary/content.md): The words used in BeforeMay's client, case, review and integration flows.
- [Get help](https://beforemay.com.au/docs/markdown/help/content.md): Find the right guide and report a problem with enough context to investigate.
- [Troubleshooting](https://beforemay.com.au/docs/markdown/help/troubleshooting/content.md): Recognise incomplete work and choose a recovery step without creating duplicate actions.
- [BeforeMay docs](https://beforemay.com.au/docs/markdown/content.md): Use the products, connect your software, and understand how BeforeMay handles your practice's data.
- [Invite a team member](https://beforemay.com.au/docs/markdown/practice/invite-a-team-member/content.md): Add a colleague to the practice and choose the access they need across BeforeMay.
- [BAS Review — early access](https://beforemay.com.au/docs/markdown/products/bas-review/content.md): Review a coded quarter using a Xero GST Audit Report CSV.
- [Redact a PDF with Cloak](https://beforemay.com.au/docs/markdown/products/cloak/content.md): Review detected identifiers and choose the appropriate local or scan-processing flow.
- [Choose a product guide](https://beforemay.com.au/docs/markdown/products/content.md): Find the guide for your task and the processing boundary of each product.
- [Convert a PDF with Sift](https://beforemay.com.au/docs/markdown/products/sift/content.md): Extract a digital PDF table or bank statement into an editable Excel or CSV file.
- [BeforeMay Sign](https://beforemay.com.au/docs/markdown/products/sign/content.md): Letters, uploaded PDFs, request status and the evidence of signing.
- [BeforeMay Verify](https://beforemay.com.au/docs/markdown/products/verify/content.md): Request identity evidence and review the wider due-diligence record.
- [When the AI asks a question](https://beforemay.com.au/docs/markdown/review/questions/content.md): Answer a preparation question and understand the optional automatic-answer setting.
- [Review points and findings](https://beforemay.com.au/docs/markdown/review/review-points/content.md): Read the question or issue, record a decision and inspect the changes that follow.
- [Check and export a Sift sheet](https://beforemay.com.au/docs/markdown/sift/check-the-output/content.md): Compare an extracted bank table with its PDF, use the running-balance warning and download Excel or CSV.
- [Convert a PDF with Sift](https://beforemay.com.au/docs/markdown/sift/convert-a-pdf/content.md): Read a digital bank statement or tabular PDF in Sift and see what the browser was able to extract.
- [Sift](https://beforemay.com.au/docs/markdown/sift/content.md): Turn a digital PDF bank statement or table into an editable sheet and download Excel or CSV in the browser.
- [Follow a signing request](https://beforemay.com.au/docs/markdown/sign/follow-signatures/content.md): Check who has signed, open the request history, issue a new link or void an open document.
- [Sign](https://beforemay.com.au/docs/markdown/sign/content.md): Prepare an engagement letter or upload a PDF, send a signing link and keep the signed document with the shared client record.
- [Prepare an engagement letter](https://beforemay.com.au/docs/markdown/sign/prepare-a-letter/content.md): Choose a Sign library letter, fill its details, adjust the wording and set up the practice letterhead.
- [Send a document for signature](https://beforemay.com.au/docs/markdown/sign/send-a-document/content.md): Send a completed Sign letter, test the signer flow yourself, or upload a PDF from outside the library.
- [System architecture](https://beforemay.com.au/docs/markdown/technical/architecture/content.md): How the practice apps, shared data, processing services and outside providers fit together.
- [File formats and limits](https://beforemay.com.au/docs/markdown/technical/file-formats/content.md): Choose a supported input and distinguish upload acceptance from readable evidence.
- [Technical and integration guide](https://beforemay.com.au/docs/markdown/technical/content.md): The supported machine interface, file contracts and system boundaries.
- [Workpapers MCP interface](https://beforemay.com.au/docs/markdown/technical/mcp/content.md): Practice API keys, scopes, read tools and the two-step document upload.
- [Use these docs with AI](https://beforemay.com.au/docs/markdown/technical/using-ai/content.md): Copy a guide, give your assistant the documentation index, or read the complete public context.
- [Accounts, roles and access controls](https://beforemay.com.au/docs/markdown/trust/access-control/content.md): Practice membership, client-request credentials, private files and machine access.
- [AI processing and human review](https://beforemay.com.au/docs/markdown/trust/ai-processing/content.md): What the Workpapers AI flow receives, how identifiers are handled and what a delivery gate can prove.
- [Assess the system and the business workflow](https://beforemay.com.au/docs/markdown/trust/audit-evidence/content.md): A practical evidence request for procurement, technical review and practice risk assessment.
- [Data flow and processing locations](https://beforemay.com.au/docs/markdown/trust/data-flow/content.md): Distinguish Australian storage, overseas AI processing, local conversion and identity capture.
- [Security, data and AI](https://beforemay.com.au/docs/markdown/trust/content.md): A starting point for practice owners, procurement teams and system reviewers.
- [Retention, deletion and exports](https://beforemay.com.au/docs/markdown/trust/retention/content.md): What remains after disconnecting, deleting a login or removing a record.
- [Connect and check Outlook](https://beforemay.com.au/docs/markdown/tutorials/connect-outlook/content.md): Connect your own mailbox, verify reading and sender selection, and confirm a filed client email.
- [Request and review an identity check](https://beforemay.com.au/docs/markdown/tutorials/identity-check/content.md): Send a Verify link and distinguish provider evidence from the practice decision.
- [Import your client list](https://beforemay.com.au/docs/markdown/tutorials/import-clients/content.md): Read a CSV or Excel export, map columns and confirm each addition before it is written.
- [Follow a tutorial](https://beforemay.com.au/docs/markdown/tutorials/content.md): Complete one task, check the result and know what to do when it fails.
- [Review a coded BAS quarter](https://beforemay.com.au/docs/markdown/tutorials/review-bas/content.md): Inspect a Xero GST Audit Report and record your decisions on the coding exceptions.
- [Send an engagement letter](https://beforemay.com.au/docs/markdown/tutorials/send-a-letter/content.md): Prepare a letter, test the recipient experience and follow the signing result.
- [Check a figure against its source](https://beforemay.com.au/docs/markdown/tutorials/trace-a-figure/content.md): Follow a workbook figure back to evidence, record your judgement and verify the resulting version.
- [Keep the client due diligence record](https://beforemay.com.au/docs/markdown/verify/client-due-diligence/content.md): Record engagement scope, customer risk, evidence and sign-off beside a Verify check, then export the CDD record.
- [Verify](https://beforemay.com.au/docs/markdown/verify/content.md): Send a client identity check, read the provider evidence and keep your practice's scope and risk decisions with the client record.
- [Read an identity result](https://beforemay.com.au/docs/markdown/verify/review-a-check/content.md): Read provider evidence and the audit trail, refresh an open check and handle a new ongoing-screening hit.
- [Send an identity check](https://beforemay.com.au/docs/markdown/verify/send-a-check/content.md): Create a Verify check for a person in the shared client directory, then email or copy the time-limited link.
- [Ask about the working paper](https://beforemay.com.au/docs/markdown/working-paper/ask-the-assistant/content.md): Use the case assistant to trace a figure, ask a question or request a change to a delivered paper.
- [Editing and versions](https://beforemay.com.au/docs/markdown/working-paper/editing-and-versions/content.md): Editing a delivered workbook in the browser, what stays locked, and how to get back to an earlier build.
- [Prepare a company or trust paper](https://beforemay.com.au/docs/markdown/working-paper/entity-papers/content.md): Request access to company and trust papers, then add the right trial balance to an enabled case.
- [Reading the workbook](https://beforemay.com.au/docs/markdown/working-paper/reading-the-workbook/content.md): What is in a delivered working paper, how a figure traces back to the document it came from, and what the delivery gate checked before you saw it.
- [Add a trial balance](https://beforemay.com.au/docs/markdown/working-paper/trial-balance/content.md): Import, classify and save a company, trust or partnership trial balance before building its paper.

Full context: [All documentation](https://beforemay.com.au/docs/llms-full.txt)