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August 25, 2020
Question

How do I upload a document in the My Accountant Tab?

  • August 25, 2020
  • 1 reply
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1 reply

August 25, 2020

Hello LindaJB,

 

In order to upload a document in the My Accountant Tab, please follow these steps:

  1. Navigate to the My Accountant tab
  2. Select the Shared Documents heading
  3. Select Upload from the right side, and select the file that you wish to upload.

For more information on the My Accountant section, please refer to this guide.

 

-Ken