Where can I access the files uploaded by my clients?
74 views | Last modified 6/1/2022 8:49:55 AM EST | Added by TaxBandits Team

You can access the files uploaded by your clients from Client Communications >> Client Files.

In this section, the files uploaded by your clients will be listed. These files may contain any information about the recipients/employees necessary for filing their tax returns. You have the option to download and view the uploaded files.