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Easily send documents from your desktop to the cloud so that your client can view and download or print them. For instance, send your client their financial statements, invoices and tax returns.

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All clients that have been included as part of a portal will be able to view documents that you publish to that portal.
Any contributors will only see the documents that you allow them to.

You can choose to simply publish documents to the portal without notifying your client.

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Topic 1

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Support note 1 (AU)

Support note 1 (NZ)

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Clients

Client files

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Documents

Tax