A brief guide to uploading documents within our platform.
Uploading documents from Mobile App:
To upload a document through your mobile app, select the upload/add document button and pick "Upload File". You will have the option to upload documents saved on either your iCloud Drive, Google Drive, or Drop box. All three options will only appear on your mobile device if the corresponding app is installed. Apps may be found within the App store (iPhone) or Google play store (Android).
You may also upload any documents available within your mobile devices built-in email application. Just open the selected document, tap the share button and select the "Copy to Taxfyle" option.
Uploading documents from the Desktop:
From your client homepage, you may browse and upload documents saved on your desktop within the Documents section.