Sealio DocsHelp centre
Step-by-step guides for everything your firm does in Sealio, from the first client to the last stamp.
Early access
Sealio is in early access. These guides describe how Sealio works today and grow as features ship; anything not available yet is marked Planned. Screenshots show an illustrative firm, Maple Ledger CPA, and made-up clients.
Getting started
Clients and checklists
Asking for documents
- RequestsSend a checklist to clients, set a due date, and track it until everything's in.
- RemindersSealio nudges clients about missing documents so you don't have to.
- Engagements, applications and other casesGroup requests for one piece of work, move it through your stages and keep internal notes.
- Recurring requests (schedules)Ask the same clients for the same documents every month, quarter or year.
Receiving and reviewing
- How your clients uploadWhat your client sees when you send a request, from the email to the upload page.
- Reviewing documentsAccept files or send them back with a reason, until the request is complete.
- A client's documents and searchSee everything a client has sent you, by document type and year, and find any file quickly.
- Documents on file and expiry datesReuse documents a client already sent you, and see what's about to expire.
Your firm
- Team and rolesInvite your colleagues and choose what each person can do.
- Plans and billingYour firm's plan, what it includes, and how payment works.
- BrandingPut your logo and colour on the pages and emails your clients see.
- Audit log and activitySee who did what, and when, across your firm, and export it.
- Your data, retention and deletionKeep files only as long as you need them, delete a client for good, and export everything.