Who this is for: Clients whose accountant publishes reports to the client portal.
What you’ll learn: How to find your reports in Debits and open them.
Before you begin #
- Sign in to Debits with the account your accountant invited.
- Your accountant must have delivered the report and chosen to publish it to the portal.
Step-by-step instructions #
Step 1: Open My Reports #
From your dashboard, open My Reports to see the reports your accountant has shared with you.
Step 2: Open a report #
Select a report to open it. You’ll see the same branded report your accountant prepared, with all its sections.
Step 3: Download the PDF #
Select Download PDF to save a copy.
What happens next #
Reports stay available in the portal so you can revisit them any time.
Troubleshooting #
- Problem: You don’t see a report you expected. It may have been sent by secure link only — check your email, or ask your accountant to publish it to the portal.
