For Client Users

Uploading supporting evidence

Where to drop trial balance extracts, payroll registers, supplier statements, and certificates so the auditor can review them.

5 min readUpdated 12 April 2026
  1. 1Sign in to the client portal at /cp/login.
  2. 2Pick the active engagement card on the dashboard.
  3. 3Open Evidence in the left sidebar — you'll see your personal request list + section folders.
  4. 4For a sampled item, open the request and drag the file into the upload zone.
  5. 5Add a one-line description, then click Submit. The auditor is notified instantly.

What's accepted#

  • Formats: PDF, XLSX, XLS, CSV, PNG, JPG, JPEG.
  • Size: up to 25 MB per file. Larger files (bank statements) should be split or compressed.
  • Naming: descriptive — payslip_emp0042_2024-03.pdf is good; scan.pdf is not.
  • Anonymisation: mask IBANs / national IDs only when the request explicitly asks for it.

Bulk upload

Hold Shift and click the first and last request in the list to multi-select, then drag many files at once — the system matches each by request ID.