How To Upload Firm Files

Taxaroo allows providers to add documents under the client file visible to the provider and not the client. To add attachments/forms, follow these instructions:

Step 1: Log in to your account
Step 2: Click on the dashboard module
Step 3: Find your client and click on the name of the client
Step 4: Click on upload files in the firm files section
Step 5: Select the attachment from your device to upload the document.
Note: Files can also be added to this section by dragging and dropping them into the drop files here section

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