How To: Upload Documents to the portal

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Effortlessly upload your documents, zip files or entire folders for your accountant.

1. Upload your documents to TaxDome the way that works best for you:

• Drag documents and folders from your desktop to the Recent/Folders tab on your Documents page, then drop them anywhere on the screen. You can also drop documents to a specific folder or subfolder to upload them there.
• Click Upload Documents from either the Documents page or the Home page.

2. Browse your computer to find the documents you want to upload. You can select several files from one folder. (Here are the permitted file types; the max upload size is 300 Mb.)

If you need to select more documents, click Add more.

3. If you dropped documents not to a specific folder, select the folder and subfolder where you want to upload the documents

4. Check the I'm completely done uploading checkbox when you have finished uploading all the requested documents. Your accountant will get a notification that you’re done uploading and will proceed to the next step (here are more ways to notify the firm that you're done uploading).

5. Click Upload.

That’s it! Your files have been uploaded to the selected folder.