Accessing Client View

👁️ Accessing the Client View

From Active Projects

Make sure you are on your Active Projects page.

1. Click the Magic Link icon to copy the URL for the client view. Then open another tab and paste it to access it.

2. For a direct view, click Open in a new tab.

Inside the Project

1. Click the Client contact bubble at the top of the Project workspace.
2. In the Client Info panel that opens on the right, click on Client Project Access
3. Click Copy Link and paste it in a new tab in your browser!
4. This launches a live preview showing the exact layout, checklist tasks, and shared documents as seen from the client's side.

📂 What You Can Do in Client View

• Upload Files on Behalf of the Client: Upload missing documents directly through the client interface (allowing AI to automatically process and categorize them).
  • This will show in the activity log as if the client had uploaded. To upload files as the firm, check out our article on Uploading Files into Projects.
• Verify Checklist Items: Confirm which document requests are outstanding and hide or complete pre-fulfilled tasks.
• Review Shared Returns & Files: Inspect completed tax returns, K-1s, and payment vouchers to ensure visibility before notifying the client.

🔄 Returning to Firm View

• When you are finished inspecting or uploading files on the client's behalf, close the open tab.