A Client Site is a secure online collaboration tool where
BKD team members can manage engagements and share engagement-related documents
with clients.
Within a client site, all information is organized or
grouped together by engagement - the service or work provided by BKD, e.g., a tax preparation or financial audit.
Within each engagement, you will find related engagement
pages including:
Task Groups – Task Groups allow for related tasks to be organized into groups. Task Groups only exist if created by a BKD Team Member.
Tasks – a page for organizing or managing
specific sets of information or documents. Task pages only exist if created by
a BKD Team Member.
Deliverables – a page for BKD Team Members to
share documents deliverable to the client. The Deliverables page is only
visible to clients if a BKD Team Member adds deliverables documents to the
Deliverables page.
Unfiled Documents – a page for sharing
documents not related to a specific task or that does not classify as a
deliverable to the client.
Client
Site Navigation
All Client Sites include a site navigation area
on the left with information for the selected page displayed on the right.
