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. 

Managing Files in From Email Folder

You may also access documents sent by email in From Email folder in Documents > Documents You Uploaded section. To organize them by year, follow these steps: 

  1. Click From Email folder to open it, then select the check boxes next to the names of the files you wish to move.
  2. Click the Move to button at the top of the file list.
  3. Select the new tax year. You may also add a description to the document by typing in the description field.
  4. Repeat for the other selected files/directories, then click Move.

Once the file has been sorted by year, it will be removed from the From Email folder. You may access it by clicking the year folder. 

If you don't have unsorted files sent by email From Email folder is not displayed. 

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