Client access and sign-in
Each client user receives an individual invitation. They use the Balansix client sign-in route and complete the required authentication. Clients do not need any account other than their Balansix client sign-in.
Uploading records
Choose the appropriate category, such as Sales, Purchase, Expense or Bank, select the files and complete the upload. Uploaded items remain awaiting staff review until the practice processes them.
Information requests
Open the request, read what the practice needs, upload or respond with the requested information, and avoid starting a separate untracked email thread unless necessary.
What clients can see
Client visibility is controlled by the practice. Clients should not see staff-only accounting controls, internal profitability, team administration or posting actions.
Sales invoicing
Where client sales-invoicing functionality is enabled, use only the client-facing invoicing workflow provided. It remains separate from staff-only review and bookkeeping controls.
If the client cannot upload or sign in
Check the invited email, browser session, file type/size and the exact message shown. The practice can then review the client access or raise a support case without asking the client for their password or MFA code.