Portal User Help Center

Uploading documents

Documents can be uploaded to the Portal for access by your accountant.

From the Documents screen   >select a Client from the drop-down list   >select Upload

This will will open file explorer, select the file(s) you wish to upload and click open. If you have access to multiple clients, please choose the client you wish to upload the files for before uploading. If you have not selected the client, you will receive an error when trying to upload the files.

An Uploads notification will pop-up to show progress and will automatically minimise once the files are fully uploaded.

The files will then show on the Documents grid.

Documents can also be Uploaded by dragging and dropping them onto the portal website - when you drag then drop onto the portal web page, you will see the following image.

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