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 need to be rebuilt from inbox threads.
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 this thread
Client reply
IMG_4821.JPG
ImageLatest upload
Added to the same task thread
BAS summary PDF sent for signature
PDFRequest signature
Request sent from the same task
Carry-forward note stays on the task, so the next round of client follow-up starts with the context still there.
Operational visibility
The next person should be able to 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 from inbox threads.
Task activity
Harbour Plumbing Pty Ltd
March BAS lodgement
Latest reply
2 hours 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 to the same task after signing
The task keeps replies, uploads, and signed documents together so the job does not get split back into email 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 work should reopen the same record, not restart the chase.
BAS, IAS, and year-end jobs keep coming back. ClientMerge helps the team pick each 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 email 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.
Signed documents stay attached to the job instead of getting split into email 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
The client can answer the request and add statements or receipts on the same task
Upload records
The client can upload 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 tasks stay easy for clients 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 that your team can pick up again next month, next quarter, and at year-end.