https://yakfiles.com/docs/ https://yakfiles.com/docs/accept-a-client-submission/2026-10-26 https://yakfiles.com/docs/accept-a-client-submission/media/poster.webpHow to review and accept a client's upload in YakFilesA client upload isn't done until someone has checked it's the right document. Reviewing each file from the request keeps the checklist honest: accepted items count as complete, and the request finishes by itself when every required item is accepted.https://yakfiles.com/docs/accept-a-client-submission/media/video.mp434 https://yakfiles.com/docs/change-request-reminders/2026-10-26 https://yakfiles.com/docs/change-request-reminders/media/poster.webpHow to change request reminders in YakFilesSome clients need a nudge every few days; others find that too much. Each request has its own reminder schedule, and YakFiles stops reminding as soon as the checklist is complete.https://yakfiles.com/docs/change-request-reminders/media/video.mp429 https://yakfiles.com/docs/create-a-client-workspace/2026-10-26 https://yakfiles.com/docs/create-a-client-workspace/media/poster.webpHow to create a client workspace in YakFilesEach client needs one place for their files, document requests and the people working on them. A workspace keeps all of that together, and the Accounting client template sets up the folders a tax or bookkeeping file needs.https://yakfiles.com/docs/create-a-client-workspace/media/video.mp433 https://yakfiles.com/docs/invite-a-colleague/2026-10-26 https://yakfiles.com/docs/invite-a-colleague/media/poster.webpHow to invite a colleague to YakFilesTax season needs extra hands. Inviting a colleague gives them their own sign-in to your firm's workspaces, so everyone's actions are recorded under their own name.https://yakfiles.com/docs/invite-a-colleague/media/video.mp433 https://yakfiles.com/docs/request-a-replacement-document/2026-10-26 https://yakfiles.com/docs/request-a-replacement-document/media/poster.webpHow to ask a client to replace a document in YakFilesClients often send the wrong month or the wrong account. Rejecting the upload with a note tells the client exactly what to send instead, and the item reopens on their checklist.https://yakfiles.com/docs/request-a-replacement-document/media/video.mp430 https://yakfiles.com/docs/request-client-documents/2026-10-26 https://yakfiles.com/docs/request-client-documents/media/poster.webpHow to request documents from a client in YakFilesChasing tax documents across email threads wastes days. A request sends the client a checklist with a secure upload link, tracks which items have arrived, and reminds them until everything is in.https://yakfiles.com/docs/request-client-documents/media/video.mp443 https://yakfiles.com/docs/revoke-a-shared-link/2026-10-26 https://yakfiles.com/docs/revoke-a-shared-link/media/poster.webpHow to revoke a shared link in YakFilesSent a link to the wrong person, or no longer want a document out there? Revoking a link stops it working straight away, and the record of who it was shared with stays.https://yakfiles.com/docs/revoke-a-shared-link/media/video.mp421 https://yakfiles.com/docs/upload-client-documents/2026-10-26 https://yakfiles.com/docs/upload-client-documents/media/poster.webpHow to upload documents to a client workspace in YakFilesDocuments also arrive by email or on paper. Uploading them to the client's workspace keeps the whole file in one place, scanned for malware and versioned like everything else.https://yakfiles.com/docs/upload-client-documents/media/video.mp428 https://yakfiles.com/docs/upload-documents-to-a-request/2026-10-26 https://yakfiles.com/docs/upload-documents-to-a-request/media/poster.webpHow clients upload documents to a request in YakFilesYour clients never need a YakFiles account. The link in your request opens a checklist with your firm's name, and each document goes straight onto its own line, so nothing lands in the wrong place.https://yakfiles.com/docs/upload-documents-to-a-request/media/video.mp423