FileFolders Accounting document workflow
Tutorial Centre

For business owners

A quick client look

See how a client can send invoices and receipts into the shared workspace without lengthy email chains or paper drop-offs.

Getting started About 2 minutes Published May 2026

What this overview covers

This quick overview introduces the client side of the FileFolders workflow: submitting documents into one shared intake location so the bookkeeping team can work from the same source.

  • Submitting invoices and receipts from wherever work happens.
  • Reducing paper drop-offs and repeated email attachments.
  • Providing documents in a shared workflow the bookkeeper can act on.