- Sign in to your portal (web or mobile app) - Have the documents ready — PDF, image, or any common file format - For mobile: you can take photos of paper documents using your phone camera

- Open the Documents or Requests tab in your portal - Find the request your accountant sent you (it'll have a description like "Bank statements Dec 31, 2024") - Click Upload — choose Files (existing) or Camera (snap a photo) - For multiple files at once, drag and drop several files into the upload zone - Wait for the upload to complete (you'll see a checkmark per file) - Once uploaded, the request status flips from "Outstanding" to "Received" - Your accountant gets a notification automatically

- Photos work great for paper documents — make sure the lighting is good and the page is in focus - You can upload multiple files for a single request (e.g. 12 monthly bank statements as 12 PDFs) - Once you upload, the item disappears from your "to-do" list — only pending items show - Your accountant can re-request if they need a clearer copy

- Upload fails midway: check internet connection; try a smaller file or one at a time - File rejected: check the file size limit; very large files (>1GB) may need to be compressed first - Photo blurry: retake with better lighting; many phones have document scan modes

- Welcome — first time signing into your portal - Completing the tax organizer - E-signing forms (8879, engagement letters)