Documents can be uploaded to the Portal for access by your accountant. From the documents tab, select upload file which 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.
Hint: If you wish to upload to a particular filter, click on the filter prior to uploading.
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.