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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.

Click Documents to
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.

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

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If you need to send your accountant more information, click to upload a file.