Managing Files Sent by Email (Email Attachments)

Some clients find it easier to send documents by email to their tax preparer rather than uploading them to the system. All documents are stored in the client’s Client Area regardless of how they’re received.

If you sent your documents by email, you’ll be prompted to organize them every time you navigate to Documents > Documents You Uploaded section. We recommend that you organize your documents by year to make managing your documents easier. Please select the year for each document and click Move. If you don't want to organize your documents now you may close the pop up by clicking the Cancel button. 

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