This page provides the ability for you to upload additional documents for the client to download.
Add Attachments
- Click the Add Attachments box to open a File Explorer or drag and drop to add files as attachments.
Uploaded Files
Each file uploaded will display in a list to the right of the Add Attachments upload box.
- Click the Name to see a preview of the uploaded document.
- Click View Instruction to add text instructions to the attachments, if needed.
- Click the Download icon to download the file.
- Click the Delete icon to remove the file from the Attachments tab.
Once you have completed reviewing the Attachments tab, click Next in the bottom right or select the Delivery Options tab.
Follow this link to proceed to the next step in the process, the Delivery Options Tab.
Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1s Invoices Attachments Delivery Options
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