How to view documents provided by the firm

Any files you have uploaded are stored in documents tab inside the "Client Document" folder.

• All files uploaded by your Accountant or your Tax Preparer are stored in "Firm Docs Shared with Client" folder.

• Once you have a new firm prepared document, you will see a notification on your dashboard

• Click home from the left side bar

• Click the notification or you can go to Document page then click documents tab

• Locate the document under "Firm Docs Shared with Client" folder

• You can view the folder by clicking the name of the document

  TO DOWNLOAD DOCUMENTS

• You can simply click the download icon at the top of the document

• You can also have the option to download the documents by checking the box beside the document and click the "Download" button at the top of the page.