Run BAS, tax and year-end work with more control.
ClientMerge keeps source docs, client replies, uploads and signatures on the task, so BAS, IAS and year-end jobs do not get rebuilt across inboxes.
Task-based requests
Keep document requests and follow-up on the client task instead of scattered inbox threads.
Scoped client access
Invite clients into the exact task they need to answer, upload to or sign.
Signature without detours
Request a signature on the same PDF and keep the final signed copy attached to the task.
Client task
Harbour Plumbing Pty Ltd
March BAS lodgement
BAS source docs
4 uploads on thread
Client reply
IMG_4821.JPG
ImageLatest upload
Added to the same task thread
Sent on BAS summary PDF
PDFRequest signature
Request sent from the same authenticated task
Carry-forward note stays on the task so the next round of client follow-up starts with context still attached.
Operational visibility
The next person should open the task with the thread already intact.
Source docs, client replies, uploads and signatures stay on the same task, so the work keeps moving without being rebuilt across inboxes.
Task activity
Harbour Plumbing Pty Ltd
March BAS lodgement
Latest reply
2h ago
Latest upload
IMG_4821.JPG
Signed PDF
On file
Client reply
Team reply
IMG_4821.JPG
ImageUpload
Stayed on the same task thread
BAS-summary-signed.pdf
PDFSigned document
Still attached on the same task after signing
The task keeps replies, uploads and signed documents together instead of splitting the job back across inbox follow-up.
Source docs stay on the client job
Statements, receipts and working notes stay attached to the task the team is already working from.
Client replies stay with the work
Questions, answers and follow-up stay in the same task instead of getting buried across inbox threads.
Signed documents stay attached
When a signature is requested, the original PDF and final signed copy stay on the same task.
Recurring client work
Month-end and quarter-end should reopen the same record, not restart the chase.
BAS, IAS and year-end work keeps coming back. ClientMerge helps the team pick the job back up with its thread, files and signed documents still attached.
Standing requests stay visible
Reopen the client job with the request list already there.
Month-end and quarter-end follow-up starts from the same task instead of a fresh inbox chase.
Uploads and images stay on the task
Source docs, receipts and images stay on the same thread.
The team can keep working from one task instead of hunting through email attachments again.
Continue the same client conversation
Keep questions, answers and follow-up in one place.
The next round of BAS, IAS or year-end follow-up continues on the same thread instead of restarting the email chain.
Signed documents carry forward
Keep the original PDF and final signed copy on the same record.
The job keeps its signed documents attached instead of splitting them away into inbox follow-up.
Control and handoff
Keep client access tight without breaking the thread.
Client collaboration should stay easy without exposing the whole workspace. Clients get the task they need, while the team keeps the full record in one place.
Clients see only the task they need to answer
Share a specific request, upload task or signature task without exposing the rest of the workspace.
Internal notes stay internal
Keep internal-only discussion separate from client-visible collaboration so staff can work without leaking internal context.
The task stays complete
Replies, uploads, notes and signed documents stay attached so the job does not need to be reconstructed later.
Task visibility
Only the right tasks reach the client
BAS source docs
Client can answer the request and add statements or receipts on the same task
Upload records
Client uploads files and images without leaving the task thread
Request signature
The same task holds the original PDF and the final signed copy
Internal notes
Internal-only discussion stays off the client-visible thread
Assigned client tasks stay easy to answer, while internal-only notes remain separate and the wider job record stays intact.
Ready when you are
Run the next client job without rebuilding the thread.
Bring source docs, client replies, uploads and signatures into one task record your team can pick up again next month, next quarter and at year-end.