Self-organizing document managementhelping in preventing incorrect filing of taxes

Ability to upload multiple files and file types

Segregation of business and personal files

Ability to filter and view documents by tax year

How to use?

Navigate to Client Dashboard > Documents Tab > Add a new document

Select the individual or business sub tab based on the file

Select the Business name (if applicable)

Select the tax year

Select whether the document is received from the client or for the client or for internal use

Select the file type (W2, Tax Return, 1099-INT, etc.)

Select the file to be uploaded

Multiple files can be uploaded in one shot by adding more files

Once uploaded the files are available in the appropriate tab and sub-tabs

Files can be viewed, downloaded or deleted (by the tax office admin)

Check-boxes available for reviewing files, received from the client, by all stakeholders