Upload documents and send messages to your firm

This guide is for a firm's clients, not for its team.

Inside your portal, each tax deadline has two buttons: documents and messages.

Upload a document

Open the deadline and press the attach icon. You can choose several files at once: images or PDFs, up to 8 MB per file — for example, an invoice or a receipt your firm needs to file the form.

If your firm asks for something specific

When your firm needs a particular document, it alerts you by email and you will see it highlighted at the top of your panel (for example, "Purchase invoice for the quarter"). Follow the link in that alert to upload it directly — it disappears from the highlight as soon as you upload it.

Write a message

Open the deadline and press the messages icon. Write your question or comment and press Send. Your firm receives an alert immediately.

Receive the reply

When your firm replies, you will get an email telling you there is a new reply. For security, the email does not include the reply itself — follow the link to request a new access link and read it inside the portal.

Sign out

Use the Sign out button on your panel when you finish, especially if you use a shared computer.