Upload your documents
Some of the To-Do tasks that your accountant assigns to you may require you to upload documents. You may also get a document request from your accountant in the form of an email with a link in it.
Upload documents in Client Center
- Open the task in Client Center.
- SelectBrowse for File.noteYou can also upload documents from third-party cloud storage services like Google Drive, Dropbox, or Box.
- Select a document file and then selectOpen.
- Some tasks might have multiple steps that each require you to upload a document. SelectNextto go to the next step.
- When you are finished, selectMark as Complete. You'll then see the task in the Completed list.
If you need to upload any more documents after completing the task, you can do so on the Documents screen.
Upload documents using an email link
- Select the link in the email.
- SelectBrowse for File.
- Select a document file and then selectOpen.
- If the request asks for more than 1 document, repeat the previous 2 steps.
- SelectSubmit.