Client Reports & Documents

Client Reports lists firm-generated, client-visible reports for Download; Documents is a shared file library for receipts and statements. Both replace email attachments with one secure place.

Key capabilities

• Reports: the 50 newest generated reports that are visible to the client
• Friendly report-type labels (P&L, Balance Sheet, Cash Flow, AR/AP, 1099, and many more)
• Per-report status chip: Ready (green), Generating (amber), Failed (red)
• "by " attribution and a relative timestamp
• One-click Download of ready reports; the page refreshes itself while a report is generating
• Documents: a shared file library for the business, with an AI generated tag on files Regent created
• Upload via button or drag-and-drop (PDF, images, CSV, Excel, Word; up to 10MB), several files at a time
• Each file shows its name, type icon, and upload time, with a per-file Download
• Refresh on both pages; everything scoped to the active business

How it works

Reports are produced firm-side and only appear here when they are client-visible; the portal lists them with status and a download link. Documents flow both ways: the firm shares files into the library and the client uploads their own, all stored securely.

flowchart TD
  gen["Firm generates report"] --> flag{"Client-visible?"}
  flag -->|"Yes"| reports["Appears in client Reports"]
  flag -->|"No"| hidden["Stays firm-only"]
  reports --> dl["Client downloads"]
  upload["Client uploads to Documents"] --> store["Secure storage"]
  store --> shared["Shared library (firm + client)"]

How to use it

1. Open Reports in the portal sidebar (Reports & Documents section).
2. Browse reports newest first; the status chip shows whether each is ready, generating, or failed.
3. Click Download on a ready report to save the file.
4. Open Documents for the shared file library.
5. Upload a file with the Upload button or by dragging it onto the drop zone; download any shared file from the list.

Pro tips

• Firm-side: reports you generate on demand from the Books Reports page are visible to the client by default, so keep that in mind before running internal reports on a client business.
• Firm-side: on the Scheduled tab, tick Visible in client portal for a recurring P&L or month-end package; scheduled reports are hidden from clients unless you do, and visible ones also email the business's users.
• Firm-side: if a client says a report is missing, check whether it failed; a failed report needs regenerating from the firm side.
• Client-side: use Documents to drop receipts, bank statements, or signed forms instead of emailing them; the firm sees them attached to your business.
• Client-side: for a specific file the firm is waiting on, expect it under Document Requests — that queue tracks the ask end to end.

In-depth guide

Reports vs. Documents

Report statuses

A report only offers a Download action when it is ready.

Access controls

• Reports: only client-visible reports are listed. On-demand reports default to visible; scheduled reports are visible only when the schedule's Visible in client portal option is on.
• Documents: available to client-portal users for the businesses they are assigned to. The list shows the business's uploaded files, including ones the firm added.
• Uploading (Documents) changes the business's files, so it needs edit access; a view-only client account may see an upload error. Downloading always works.

How firm-side data flows in

• Reports: come from the firm's Reports page and scheduled delivery; the portal is a read-and-download mirror of the client-visible subset.
• Documents: stored centrally, so the same files are visible to the firm in the Books workspace, with no separate copy to keep in sync.

Edge cases

• No business selected: both pages show "No business selected."
• No reports yet: Reports shows "No reports available yet. Your advisor will generate reports for you to review here."
• No documents yet: Documents shows "No documents yet. Upload files or your advisor will share documents here."
• Oversized upload: keep files within the 10MB limit noted on the drop zone.