My accountant: answer your accountant's questions and send documents

When your accountant needs something, they ask in TallyPip instead of a long email chain. You get an email, and My accountant in the menu shows what's waiting (Home shows it too).

Answer a request

1. 1Open My accountant, or the link in the email.
2. 2Under Waiting for your answer, type your answer. A question about a bank transaction shows which one.
3. 3Attach any files they asked for: PDFs, photos or scans (JPG, PNG, WebP, GIF) and spreadsheets (CSV, Excel), up to 5 files and 8 MB at a time.
4. 4Press Send. Your accountant gets an email, and the request moves to Answered.

Anyone on your team can answer. If your accountant follows up, it comes back to Waiting for your answer. When they're done with it, they close it.

For accountants: Client requests

1. 1In your client's books, open Client requests (in the menu, or Accountant tools).
2. 2Press New request: ask a question (and pick the bank transaction it's about, if any) or ask for a document. Add details, a date you need it by and files if you like.
3. 3Press Send request. The owners and admins get an email. You get one when they answer, and your Clients list shows how many are answered.
4. 4Follow up in the thread, or press Close request when you're done.

Files stay with the request, in your client's books. Pictures and PDFs open in the browser; spreadsheets download.