How to start receiving a client's documents?

To receive a client's documents, the link between their Banqup account and the Console must be done. This link is created thanks to the Accounting App.

Before following the procedure below, make sure to configure your accounting package in the Console.

1. Go to the Clients menu.
2. Click on a client.
3. Scroll down and toggle on the option Share documents with accountant.
4. Select the accounting package you've previously configured.
5. Save.

The link is now created between your client and your accounting firm. You can start receiving their documents.