Need a staff task for uploads that functions like the client uploads | Firm Feature Requests

Need a staff task for uploads that functions like the client uploads

in progress

markm@busadvisory.com

The reason we would want this is that we have bookkeepers for example, that will be given a task in a workflow that will call for them to upload certain documents.

July 2, 2026

Lauren LaVan

updated the status to

in progress

Lauren LaVan

updated the status to

under review

Lauren LaVan

markm@busadvisory.com - can you confirm if these type of files uploads would be for internal use only or should also be shared with the client? Or...does it vary? Thanks!