Skip to main content
Submit a request
Help Center
Help Guides
Client files
How to upload a document to a client file
To upload a document to a client’s file:
Go to the
Clients
page
Find the client file you'd like to upload the document to
Click the
Uploads
tab on their client file
Click the
Upload File
button
Articles in this section
Import your list of clients
How to email a client
How to print a client file
Merge a duplicate client file
What are memos and how do they work
Managing family members (using the same email address)
How to upload a document to a client file
How to delete a client
Export your clients
Was this article helpful?
Yes
No
0 out of 0 found this helpful
Still have questions?
Our customer care team is here for you!
Submit a request