---
title: "FAQs: Roles & Responsibilities"
description: Find answers about dividing responsibilities between your firm, clients, and Outmin, including handling client errors and document requests.
---

[Skip to content](https://go.outmin.io/help/faqs-roles-responsibilities#main-content)

![outmin_logo_primary-2](https://go.outmin.io/hs-fs/hubfs/outmin_logo_primary-2.png?width=100&height=16&name=outmin_logo_primary-2.png)

- [Tickets](https://6989911.hs-sites.com/tickets-view)
- [Sign out](https://6989911.hs-sites.com/_hcms/mem/logout)

Open main navigation

Close main navigation

- [Tickets](https://6989911.hs-sites.com/tickets-view)
- [Sign out](https://6989911.hs-sites.com/_hcms/mem/logout)
- [Go to outmin.io](https://www.outmin.io/)

[Go to outmin.io](https://www.outmin.io/)

 How can we help?

- There are no suggestions because the search field is empty.

1. [Help Centre](https://go.outmin.io/help?hsLang=en)
2. [Accounting Firms →](https://go.outmin.io/help/accounting-firms?hsLang=en)
3. [Frequently Asked Questions](https://go.outmin.io/help/accounting-firms?hsLang=en#frequently-asked-questions)

# FAQs: Roles & Responsibilities

## Common questions about firm and client responsibilities

**Who's responsible for what once we're live?**Responsibilities can flex depending on how your firm wants to work with us. Some partners prefer clients to stay fully involved (answering clarifications, uploading docs, etc); others use Outmin more internally to manage client data at scale. Either approach works.

**What happens if my client messes something up?**We flag incorrect uploads or unanswered requests instead of processing them blindly. You’ll be notified if client input is delaying progress. We also help coach clients to improve document submission over time. Also, most of the client dashboard is view-only, so there’s no risk of them changing or breaking anything.

**Who chases clients for missing documents?**We request missing one-off receipts or clarifications through the app. For suppliers, we only contact them directly if we’ve been authorised by the client or the firm. If there's no response after several attempts, we flag the issue to you.

**Will my clients know Outmin is involved?**It depends. Yes, if they access the client dashboard. For now, the product includes Outmin branding. Eventually, we plan to offer customisation options. Most practices position Outmin as a software product (like Xero or DEXT), not as a service provider. This framing works well and rarely causes issues.

- [Getting Started](https://go.outmin.io/help/getting-started?hsLang=en)
- [Working with Outmin](https://go.outmin.io/help/working-with-outmin?hsLang=en)
- [Outmin Dashboard](https://go.outmin.io/help/outmin-dashboard?hsLang=en)
- [Outmin Mobile App](https://go.outmin.io/help/outmin-mobile-app?hsLang=en)
- [Payroll](https://go.outmin.io/help/payroll?hsLang=en)
- [Bank Accounts & Suppliers](https://go.outmin.io/help/bank-accounts-suppliers?hsLang=en)
- [Accounting Firms →](https://go.outmin.io/help/accounting-firms?hsLang=en#main-content)
  
  
  
  
  
    - [Getting Started](https://go.outmin.io/help/accounting-firms?hsLang=en#getting-started)
    - [How Outmin Practice View works](https://go.outmin.io/help/accounting-firms?hsLang=en#how-outmin-practice-view-works)
    - [Dashboard & Visibility](https://go.outmin.io/help/accounting-firms?hsLang=en#dashboard-visibility)
    - [Frequently Asked Questions](https://go.outmin.io/help/accounting-firms?hsLang=en#frequently-asked-questions)
    - [Add Outmin as a user on third-party portals](https://go.outmin.io/help/accounting-firms?hsLang=en#add-outmin-as-a-user-on-third-party-portals)

- [Privacy Policy](https://www.outmin.io/privacy-policy)
- [Terms of Service](https://www.outmin.io/terms-of-service)
- [Security Statement](https://www.outmin.io/security-statement)

[![outmin_logo_primary_navy](https://go.outmin.io/hubfs/outmin_logo_primary_navy.svg "outmin_logo_primary_navy")](https://outmin.io/)

Outmin Help Centre

© 2025 Outmin Limited. All Rights Reserved.