How to upload documents

You can easily upload documents directly from client's portal dashboard

• Click the "Upload Documents" button on the top right corner of the page

• Alternatively, you can also go to the documents page and upload documents from there

• Click on the blue "Upload Documents" button above the folders

• Select the documents that you want to upload

• If you select a Zip archive file when uploading documents, it will automatically unpack it and upload all the file from within it as if you were uploading them all individually

• This also means that it will not replicate the Folder Structures

• If you are trying to upload a file that is not supported it will not upload

• Check the help article of TaxDome which listed all the unsupported file types.

• There's unlimited storage for documents, but the individual file size needs to be under 200 megabits per file

• When uploading documents, marked the "notify Firm if you are done uploading" check, to let the client know that you have uploaded all the documents that they needed.

• when uploading documents you don’t have to select any folder. all the files that you upload will automatically be placed in "Client upload Folder"