Once you open the file, its name displays in regular font. Back to top. When you upload files to your portal, your accountant is notified via e-mail. A message containing links to the different uploaded files will then be sent to the accountant.
Skip To Main Content. All Files. Contact your firm administrator or portal administrator for more information. Account Settings Logout. All Files. Submit Search. Uploading Files to a Portal You can add files to a portal. To upload most file types to a portal, do the following: If you have access to multiple portals, verify that you are logged in to the correct portal. You can upload files to a contact's portal.
You also have the option to view any files that have been uploaded by others, and delete them. All file types can be uploaded to the Portal application, except for executable files i. Before uploading files, we recommend that you set up folders to store them in.
A notification e-mail is sent to all portal subscribers to tell them about the newly uploaded file s. Back to top. You can view files that you uploaded and those that were uploaded by portal subscribers.
When a subscriber uploads a file, you receive an e-mail notification as per your settings.
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