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ClientSynq
File Exchange

Share files with clients

Pro and Enterprise plans

Last updated: October 8, 2026

File Exchange lets you upload documents and share them with clients in your portal. Clients can download what you share and upload files back to you.

Before you start

  • Pro or Enterprise plan.
  • To open File Exchange you need the View Files permission. The Owner and Administrator roles have it.
  • Clients must have an account in your portal to see shared files. See Invite clients to your portal.

Upload a file

  1. Open File Exchange from the sidebar.
  2. Click Upload File.
  3. Click to choose a file, or drag and drop it. The maximum file size is 100MB.
  4. Optionally add a Description (optional) and pick a Category (optional): Documents, Spreadsheets, PDFs, Images, Videos or Other. Leave it on Auto-detect to let ClientSynq pick from the file type.
  5. Click Upload.

Uploading a file does not share it. Nobody else sees it until you share it.

Share a file

  1. In the file's row, click the share icon (Share).
  2. In Share File, under Who should have access to this file?, choose:
    • All Clients — every client, including clients who join later.
    • QBO Customers — the clients you pick, listed by their QuickBooks customer name. Clients you invited from QuickBooks are listed here.
    • Specific Clients — clients that are not linked to a QuickBooks customer. This list is usually empty.
  3. Tick the clients if you chose QBO Customers or Specific Clients.
  4. Click Share File. A message confirms how many recipients it was shared with.

Screenshot to come: File Exchange → Share File dialog with All Clients, Specific Clients and QBO Customers options
public/help/files/file-exchange-1.png

Each recipient gets an email naming your organization and the file, with a link to it. With All Clients, the email goes to every client who has an account.

Find, download and delete files

  • Filter the list with Search files..., the category menu (All Categories) and the uploader menu: All Files, Uploaded by Me or Uploaded by Clients.
  • Each file shows its size, category, description, number of downloads and shares, and upload date. Files from clients carry a From Client tag.
  • Click the download icon (Download) to download a file.
  • Click the delete icon (Delete) and confirm "Are you sure you want to delete" to remove a file. It is deleted permanently, and clients lose access to it.

What your clients see

Clients open File Exchange in the client portal sidebar. They see the files shared with them and can download them. They can also upload a file to you with Upload File to Organization, under the same 100MB limit. Their uploads appear in your list with the From Client tag, and ClientSynq emails your organization's owner and every member with the Administrator role.

Good to know

  • Program files and shell or batch scripts are refused with "File type not allowed".
  • Sharing cannot be limited to view-only. Clients you share with can download the file.
  • To stop sharing a file with everyone, delete it.