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Customer Portal: Taxpayer Upload Files

29 Jul 21
Kim Manuel
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The taxpayer that has an established client portal will be able to upload the following types of files (max of 5 meg per file) and a total of 25 meg of uploads.

  • pdf
  • png
  • jpg
  • tif
  • doc
  • docx
  • xls
  • xlsx

This allows the taxpayer to snap a photo of any necessary documents from their phone, login to their secured account and upload the document.  The goal is to make it easy for the taxpayer to provide documents needed for the volunteer to create a quality tax return.

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