Client
Home
Review client-facing follow-up tasks and continue to invoice upload.
What this menu does
Show the client only the work they need to complete, without exposing the tax firm's internal processing details.
Where to find it
Client Portal navigation: Home.
When to use it
- Review a request for a clearer invoice file.
- Open invoice upload.
- Mark a re-upload task done after a replacement batch succeeds.
Before you begin
- Sign in to the Client Portal.
- The client company must have an active portal account.
Page regions
- 01Upload invoices shortcut
- 02Task list
- 03File, reason, notified time, and status columns
- 04Mark done action
Supported operations
Review a client task
- 1
Open Home and review Tasks.
- 2
Read the file name, re-upload reason, notified time, and status.
- 3
Select Upload invoices and submit the corrected file.
- 4
Return to Home only after the replacement batch is accepted.
The corrected upload is available to the tax firm; the task remains pending until the client marks it done.
Mark a task done
- 1
Confirm the replacement upload batch completed successfully.
- 2
Return to the matching task on Home.
- 3
Select Mark done.
- 4
Verify the task leaves the pending list.
The client task is marked done; this does not confirm the tax firm's internal invoice review.
Business rules and fields
- The client sees only client-facing tasks for its own company.
- Recognition confidence, model cost, and internal workflow fields are not shown.
- Mark done only after a replacement upload succeeds.
States you may see
What happens next
- The client and tax firm share a clear file-replacement handoff without exposing internal processing.
Common problems
The client page or upload action is unavailable.
The portal account, client service status, or upload access may be disabled.
Contact the tax firm using the normal support channel and provide the company name and visible error message.