Documents
The Documents area is where you and your accountant exchange files. Your accountant uses it to request specific documents from you, and you use it to upload everything they need — W-2s, 1099s, photos of receipts, business statements, anything.
Open Documents from the sidebar.
What you’ll see
The page has two main parts:
- Folders on the left — the categories your accountant has set up
- Files on the right — the documents in the folder you’ve selected, with search and sort controls at the top
On mobile, the folder list becomes a row of pills at the top of the screen.
[Screenshot: Documents page with folder tree on the left and file list on the right]
Pending document requests
When your accountant has specifically asked for documents, you’ll see a yellow strip at the top of the page that says:
Documents requested by your team Upload these to move your engagement forward
Each line in the strip shows what’s being asked for. Click Upload on a line, pick the file from your computer, and it goes straight to the right place.
[Screenshot: Pending requests strip with Upload buttons]
This is the fastest way to upload — the file is automatically tied to the request your accountant made.
Uploading documents
You have a few ways to upload, depending on what you’re using.
From your laptop
Click Upload in the top-right. A panel slides open with a drop zone.
- Drag files into the drop zone
- Or click the zone to pick files from your computer
You can upload several at once. As each file uploads, you’ll see a small progress row that turns green when it’s done.
Accepted file types: PDF, Word, Excel, CSV, PNG, JPG, TIFF. Each file can be up to 25 MB.
[Screenshot: Upload drop zone with progress rows]
From your phone
Tap the gold + button in the bottom-right of the screen. A menu appears with four options:
| Option | What it does |
|---|---|
| Take photo | Opens your camera to snap a single shot |
| Photo library | Lets you pick existing photos |
| Browse files | Opens your phone’s files app |
| Scan document | Multi-page scan that saves as a single PDF |
[Screenshot: Mobile upload sheet]
The scan option is especially handy for things like receipts, W-2s on paper, or anything where you’d otherwise need to find a real scanner.
Duplicate detection
If you upload a file that looks the same as one you’ve already sent, the portal warns you so you don’t pay twice or confuse your accountant. You can keep the new one if you really need to — the warning is informational.
Browsing folders
Your accountant arranges your files in folders that usually match the tax year and topic — Income, Deductions, Business, and so on.
- Click a folder to see only the files in it
- Click the arrow next to a folder to expand sub-folders
- Click All documents at the top to see everything in one list
On the right, you can:
- Search by typing in the search box
- Sort by name, most recent, or largest file first
- Switch between List and Grid view
[Screenshot: Folder tree expanded with sub-folders visible]
Viewing a file
Click any file in the list. PDFs and images open in a preview window so you can check the file without downloading it. Other file types prompt you to download.
In the preview window:
- Use the Download button (top-right) to save the file to your device
- Close the window with the X to go back to the list
Replacing a file
If your accountant asks you to send a corrected version of a file, open the file. You’ll see a red banner at the top that says:
Action required: revision needed [reason your accountant gave]
Click Replace and pick the new version. The replacement uploads in place — your accountant is notified that the corrected version is ready.
[Screenshot: Preview window with “Needs revision” banner and Replace button]
File review status
Files you upload may be marked with a small badge as your accountant reviews them:
| Badge | Meaning |
|---|---|
| Pending review | Your accountant hasn’t looked at it yet |
| Approved | Your accountant has checked it and accepted it |
| Needs revision | Your accountant has a question — they’ll explain in a note |
These badges show next to each file in the list and again on the preview.
Downloading and deleting
Click the three dots next to any file for these options:
- Download — saves the file to your device
- Delete — removes the file (this is permanent for you, but your accountant may still have access to a copy)
If you don’t see Delete, your accountant has limited what you can change on shared files — this is normal during active tax preparation.
Tips
- Use the pending requests strip first. It’s the fastest way to send the exact files your accountant is asking for.
- Take photos of paper documents directly. No need to scan and email — your phone’s camera is the simplest tool.
- Don’t worry about folder placement. If a file lands in the wrong spot, your accountant can move it. Just get it uploaded.
- Larger files take longer. 25 MB is the cap; multi-page scans typically come in well below that.
What’s next
- Organizer — answer questions about your tax year
- Signatures — sign the engagement letter or tax forms
- Messages — ask your accountant a question about a specific file