Help for the work in front of you.

12 articles

• Getting started

  Create your Vanward account, add your company, and start with the documents you already have. Follow the checklist to upload files and review your readiness.

• Inviting your team

  An admin can invite teammates from Settings and choose what each person can see and do. Follow the steps to send an invitation and manage company access.

• Uploading documents

  Add a file to its checklist item, review the result, and confirm it when it is complete and current. Follow the steps to upload and check documents in Vanward.

• What each verification mark means

  Read the document's status, verification state, and source label together. Each tells you something different about the record and the checks it has received.

• Creating a ReadiLink

  Share a live view of the documents you select, with an expiry and settings for one recipient. Create a ReadiLink, preview the package, and send it to a reader.

• What recipients see

  A ReadiLink opens a recipient view of the package the company shared, without requiring a Vanward account. Learn how to read its documents, score, and marks.

• Revoking a link

  Withdraw a ReadiLink when you want that address to stop providing access to the shared view. Follow the steps to revoke a link and check that access has ended.

• Asking someone to upload for you

  Send an upload link to a lawyer, assistant, or other document holder so they can file the items you request without an account. Choose the items and expiry.

• Connecting QuickBooks

  Connect QuickBooks Online to pull financial statements and fill close balances. Follow the connection steps in Settings. Vanward's connection is read-only.

• Running a month-end close

  Use FinReadi Close to organize a period into assigned steps, attach supporting documents, and track preparation and review from the first task through sign-off.

• Preparer and reviewer sign-off

  Preparation records that a step is ready for review. A separate reviewer checks the work and signs it off. Follow the steps to prepare and review a close task.

• Exporting the close package

  Download a ZIP of the selected close period with its step records, supporting files, and audit trail. Follow the steps to export and read your close package.