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Your accountant will send you documents to view and file or to approve. You'll be able to access all your documents from the Documents tab.

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View a document and its details

Click on a document in the displayed list to view it.

Filter your documents

Filter and sort your documents list based on what you're looking for using the Filter button and sort option.

View an associated task

If a document is associated with a task, you can view the details of the task from the document details.

Upload a document for my accountant
If you need to send your accountant more information, click Image Modifiedto upload a file.
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Viewing my documents

Filtering and sorting my documents

Details of a document

Uploading a file

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