Client Portal: Uploading Documents

In this video, we explore the various methods to upload documents seamlessly using accounting practice management software. Discover how to securely submit tax-related files through a user-friendly interface. Whether it's directly from the homepage, the dedicated documents page, or by dragging and dropping, you'll learn step-by-step instructions to efficiently upload your documents. By utilizing the notification feature, you can easily inform your accountant when all requested files have been uploaded. Say goodbye to manual folder selection as the software automatically organizes your documents in the client uploaded documents folder. Find out how to handle zip archives and be aware of the supported file types and size limits. Watch the video now and feel free to ask any questions in the comments section below!
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