YakFiles help & guides
Step-by-step guides with short videos for accountants, solicitors and agencies collecting client documents.
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Getting started
- 1Create a client workspace
Each client needs one place for their files, document requests and the people working on them.
- 2Request documents from a client
Chasing tax documents across email threads wastes days.
- 3Upload documents to a request (client view)
Your clients never need a YakFiles account.
- 4Review and accept a client's upload
A client upload isn't done until someone has checked it's the right document.
Collect client documents
Send checklists, review what clients upload and follow up on what's missing.
Organise client work
Set up a workspace for each client and keep their files together.
Deliver documents
Send documents through secure, expiring links and control who can open them.
Work with colleagues
Bring your team into YakFiles.
All guides A–Z
- How to ask a client to replace a document in YakFiles
- How to change request reminders in YakFiles
- How to create a client workspace in YakFiles
- How to invite a colleague to YakFiles
- How to request documents from a client in YakFiles
- How to review and accept a client's upload in YakFiles
- How to revoke a shared link in YakFiles
- How clients upload documents to a request in YakFiles
- How to upload documents to a client workspace in YakFiles