You want to send Ashgrove CPA this year's K-1s.
In Rhodes: Secure shares → New secure share, or an entity's Documents tab → Send to provider
Start in chat
New secure share opens chat with "Find documents to share." in the message box. Nothing is sent until you send it. Add which documents and who they're for, such as "Fenwick Trust's K-1s for this year, to Ashgrove CPA." Chat finds the documents, asks who should receive them if you haven't said, and then shows a card to approve.
The card lists the documents, the provider and Who can open it: the provider's saved contacts and domains as a checklist, plus any address you gave chat that isn't saved, marked as not a saved contact. Only the provider's default contact can start ticked; a domain or an address you typed never does. Tick everyone who should get it. The card itself starts unticked, and a share is always approved on its own, never with other changes.
Chat always emails the invitations. If you want the link to send yourself, open the share afterwards and use Copy link.
Start from the documents
On an entity's Documents tab, click Send to provider on a document, or select several and click Send to provider. On Home's Suggested tab or the Documents page, a suggestion such as "Send 2 documents to Ashgrove CPA" has Review & send, and Dismiss removes it. Each opens the same form with those documents in it.
- Who is it for? Choose A provider and pick the firm, or Someone who isn't a provider yet. When Rhodes has a suggested provider for the documents, it's picked for you. You can change it.
- Who can open it. The provider's saved people and domains, as a checklist. The default contact starts ticked, or the address a suggestion showed; a domain never does. Add someone else takes more addresses or domains, separated by commas. An address that isn't one of the provider's saved contacts is marked "(not one of this provider's saved contacts or domains)".
- Documents. The documents you started with, each with Remove. There's no list to pick from here: Find with chat opens chat with a draft such as "Find documents to share with Ashgrove CPA.", and chat prepares the share on a card for you to approve. Up to 50 documents per share.
- Cover details (optional). See below.
- How it's shared. Choose Email an invitation to each address and Rhodes emails the link to everyone you list; the list needs at least one address, because Rhodes doesn't email a domain. Add a message (optional) adds a subject and message to the invitation. Choose Copy a link to share yourself and Rhodes emails nobody; you send the link yourself.
- Check the Summary, then click Send invitations or Create link.
When Rhodes emails the invitations, the form shows Recipients will see: the From line, a Reply-To with your own address, and a Cc to you on the first invitation only. A provider who replies to the invitation reaches you directly. Addresses from outside your organization are added to People if they aren't there already.
Once it's sent, Open the share takes you to its page. If you chose to copy the link, it appears with a Copy link button. You can copy it again from the share's page for as long as the share is live.
Add details to the cover
A share can show a few facts about one entity alongside the documents, such as its legal name, EIN and formation state. Open Cover details (optional), choose the entity under Details about if the documents belong to more than one, and tick the details to include. Nothing is included unless you tick it.
- The recipient sees the details on the share page, after the code, and on a cover page inside the ZIP if they download everything at once. Details marked Sensitive appear on the share page only, never in the ZIP.
- If any of the details changes in Rhodes after you send, none of them is shown. The recipient sees "These details have changed" instead, and the documents are still there.
- In chat, ask for a cover and name the details you want on it.
Rhodes limits each organization to 200 shares and 1,000 invitations a day. If you send many shares in a few minutes, it asks you to wait a moment.