Invite a client to upload their documents

Instead of collecting documents yourself, send your client a private upload link. Their documents land in a new engagement for that client.

1. Open the client and choose Invite to upload.
2. Pick the contact's email, the tax year and who pays: your firm (from $79, your workbook price by the size of the return, and a free workbook can cover a Standard one).
3. Edit the message if you like and Send the request. It goes out in your firm's name and replies come to you. Lunar Papers never writes to your client on its own and never markets to them.

Your client uploads as many files as they need and presses Send. You get an email and the engagement starts (if you pay, your card is held and charged when the workbook is delivered).

Requests are listed on the client's Home tab, where you can Resend or Cancel them. Links work for 30 days, and anything uploaded but not sent is deleted after that. A return comparison on the engagement still needs your client's signed consent (Form 4).