If I ask clients to upload their statements in a client task (or a receipt, a W-2, etc.), once the client has uploaded their file, automatically check the file and ensure: The file is readable It's the correct document The document dates are correct (e.g. If I requested Sep 2026's statement, make sure that the provided file is actually Sep 2026 and not something else) If the file is incorrect/not readable, give the client immediate feedback so that they can fix it right then and there.
