Viewing and Sending Documents

Overview

The Documents page shows all files your accountant has shared with you. You can browse by category, see file details, and download anything you need.

Finding Your Documents

1. 1From the portal navigation, go to Documents (under the Documents group)
2. 2You will see a list of all documents shared with you, showing the file name, folder or section, date, and file size

If no documents have been shared yet, you will see a message reading "No documents yet" with a note that documents shared with you will appear here.

Filtering by Section

At the top of the page, you will see filter buttons for each document section. Click a section name to show only documents in that category. Click All to clear the filter and see everything again.

Sections include categories such as General Correspondence, VAT and Bookkeeping, Bank Statements, Tax, Payroll, and Final Accounts, among others.

Downloading a Document

1. 1Find the document you want in the list
2. 2Click the download button on the right-hand side of the row
3. 3The file will download to your device

Sending Your Accountant a Document

You do not have to wait to be asked. If you have something your accountant should see, such as a P60 or a letter from HMRC, you can send it from the Documents page.

1. 1Go to Documents and click Send a document
2. 2Click Choose files or take a photo. On a phone you can take a photo of a paper document or pick one from your photos
3. 3Add a note if it helps, for example "My P60 for 2025 to 2026"
4. 4Click Send

You can send up to 10 files at a time, each up to 25 MB. The files appear in your documents under Sent by client, and your accountant is told they have arrived.

What's Next?

• Documents we need — upload the documents your accountant has asked for
• Check your invoices
• Send a message