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Client Portal

Client guide: upload a requested file

Instructions clients can follow to upload a file on a request.

Upload a file

  1. Open the secure request link from your accountant or bookkeeper.
  2. Find the item that matches the document you want to send.
  3. Select Upload file.
  4. Choose the file from your device.
  5. Wait for the upload to finish.

After upload

The item will show an Uploaded badge with the file name. The request progress will update after the item is submitted.

Allowed files

The request page accepts PDF, JPG, JPEG, PNG, Word, Excel, CSV, and ZIP files up to 10 MB per uploaded file.

Replacing a file

If a file has already been uploaded for an item, the button changes to Replace file. Use it when you need to send a newer or corrected file for that item.