Deliver important tax documents clients can always find

A practical guide to choosing the right approach for private client tax communications, from reminders and information requests to important tax records clients may need to keep for many years.

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A complete approach to client documents

Different documents do different jobs

Tax and practice management systems, email and messaging, client portals and Documentd each serve a different purpose. The right choice depends on the job: preparing and managing tax work, communicating with the client, exchanging information and obtaining approvals, or permanently delivering an important record the client should retain. Using each in the right way creates a better client experience and reduces avoidable requests for historic documents.

Tax systems Prepare & manage

Prepare tax work, manage client information, calculations, filings and records.

Email & messaging Communicate

Reminders, questions, updates and everyday client communications.

Four complementary roles The right tool for the right job

Better experience · fewer support queries

Documentd Deliver, keep & find

Deliver permanent, client-owned copies that remain private, accessible and easy to find.

Client portal Exchange & approve

Secure exchange of information, document review, approvals and active tax work.

No single channel is right for every tax communication. Email works well for reminders and everyday messages, client portals for active work and secure interaction, and Documentd for completed tax documents that ought to become permanent, client-owned records.

Private tax in practice

Choose the right approach for each communication

Client portals are the right place for exchanging source information, reviewing work and approving submissions. Email and messaging handle reminders, questions and everyday communication. Documentd is designed for completed tax returns, calculations, advice and other important point-in-time records clients may need to retain for many years. Using each appropriately gives clients a clearer record of their tax affairs and reduces avoidable requests for historic documents.

Email & messaging

Communicate

Best for reminders, questions and communications whose value is mainly immediate.

Filing deadline reminders
Requests for information
Payment reminders
Meeting reminders
General updates

Client portal

Exchange & approve

The right place for secure collaboration while tax work is in progress.

Source document uploads
Tax questionnaires
Draft return review
Electronic approvals
Outstanding information

Documentd

Deliver & retain

For completed tax documents and advice clients should keep.

Filed tax returns
Final tax computations
Capital gains calculations
Tax advice reports
HMRC correspondence
Inheritance tax documents

Where Documentd fits

Client portals help prepare the work. Documentd gives the finished tax record a permanent home with the client.

Client portals are excellent for collecting information, reviewing drafts, obtaining approvals and collaborating while tax work is in progress. Email and messaging are efficient for reminders, questions and other transient communications. Completed tax documents have a different job: clients may need them years later for future tax returns, transactions, borrowing, HMRC enquiries, estate planning or simply as a record of their financial affairs.

Documentd is designed for those records. It delivers a permanent, client-owned copy into the client's own private document home, independent of continued access to the adviser's portal and easy to find again whenever it is needed. That remains useful even if the client changes adviser or the original engagement ended many years earlier.

Tax systems prepare and manage calculations, filings, client data and tax records.

Email & messaging communicate reminders, questions and other short-lived information.

Client portals support secure information exchange, review and approvals while work is active.

Documentd delivers permanent, client-owned copies of completed tax documents and advice.

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See how Documentd can reduce portal complexity, improve customer service and phase out unnecessary post.

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