How to Access Scanned Documents:
Go to Client Search from the Main Menu.
Locate the tax return, click the Tools dropdown, and select Scanned Documents.
The scanned documents will be displayed.
How to Upload a New Document:
Click Upload Documents.
Select a file by clicking the grey area or drag and drop the file into the box.
Note: The maximum file size is 10 MB. If your file exceeds this limit, use compression tools such as:
Image Compression (JPEG, JPG, PNG, etc.)
PDF Compression