I really love the new add on in Kashflow where I can upload engagement letter and other stuff and my clients can download it. To be a bit more organized, would it be possible to put these into folders? Is there anyway with which my clients can also upload documents?For me to download? Thanks in advance.
This is something which you can't do at the moment however we are currently considering adding it to the development Log. I'll keep you posted. Patrick Johnson
I'm new to the Kashflow Accountant forum and 2 years late for this discussion, but if you are still looking for a solution you might find Dropbox helpful. I have a Dropbox folder for each client and documents not relevant to Kashflow are shared with my clients on there.