How to view and complete tasks in the Client Portal

When your accounting or bookkeeping firm assigns you a task — such as uploading a document, reviewing information, or approving something — it appears on your Client Portal dashboard. This article explains how to find tasks, understand what they contain, and track their progress.

Quick answer

Your dashboard organizes tasks into three sections: Signing requests (documents waiting for your signature), Tasks to do (active tasks needing your attention), and Completed (finished tasks). Click any task to open it and see the details, checklist, attachments, and message thread.

Who can do this

Any Client Portal user whose service provider has assigned them tasks. Your service provider must have granted you portal access and assigned tasks to you specifically.

Your dashboard overview

After logging in, your dashboard greets you by name and shows today’s date. Tasks are organized into three sections:

• Signing requests — documents waiting for your electronic signature. These appear at the top because they often have deadlines.
• Tasks to do — active tasks assigned to you. These are things that need your attention right now.
• Completed — tasks you and your service provider have finished. Click the arrow next to Completed to expand or collapse this section. If there are many completed tasks, click Show more at the bottom to load additional ones.

Use the search icon on the dashboard to find a specific task by name. If no active tasks are waiting, the dashboard shows a “There are no new tasks for you” message.

Opening and reading a task

Click any task card on your dashboard to open it. The task view is divided into two panels:

Left panel — Details

• Assigned by / Assigned to — who created the task and who is responsible for completing it.
• Dates — the start date and due date, if your service provider set them.
• Checklist — a step-by-step list of items to complete. Check off each item as you go.
• Note — additional instructions or context from your service provider.
• Attachments — files your service provider has shared with you for this task.

Right panel — Communication

The message thread between you and your service provider. Scroll to see the full conversation history. You can type and send messages here.

On mobile, the two panels stack vertically. If the task has messages, tabs labeled Details and Communication appear at the top so you can switch between them.

Using checklists

Many tasks contain a checklist — a list of specific steps your service provider wants you to complete. To use a checklist:

1. Open the task.
2. In the Details panel, find the Checklist section.
3. Click the checkbox next to each item as you complete it. The item is marked as done.

A task may have separate checklist sections — one for your service provider’s items and one for yours. You can only check off the items assigned to you. When all required items are checked, the task may complete automatically.

When a task is done

You do not mark tasks as done yourself — your service provider does that on their end once everything is complete. When they mark it done, the task moves from Tasks to do to the Completed section on your dashboard.

You will receive an email notification if your service provider updates or closes a task assigned to you.

Troubleshooting

A task I expected is not on my dashboard

First check whether you are logged in with the correct email address and viewing the right company (if you have access to multiple companies, use the account menu to switch). The task may also not be visible yet if it depends on another task that has not been completed. Contact your service provider if the task is still missing.

I cannot check off a checklist item

Some checklist items are assigned to your service provider, not to you. Only items marked as yours can be checked. If you believe an item should be yours, contact your service provider.

The task disappeared after I completed the checklist

If the task had at least one portal assignee and all checklist items for the portal side were completed, the task may have auto-finished and moved to Completed. Click the arrow next to Completed on your dashboard to find it there.

I accidentally checked off the wrong item

Click the checked item again to uncheck it.