Document Management

Keep all your business documents organized in one place. Upload tax forms, receipts, invoices, bank statements, and any other files your business needs.

Document groups

Documents are organized into predefined groups:

Group	What to store
Income-Related Documents	W-2s, 1099s, pay stubs, income statements
Deductions and Credits	Receipts for deductible expenses, charitable donations
Investments and Savings	Brokerage statements, 401(k)/IRA documents
Business and Self-Employment	Business receipts, contractor forms, expense records
State and Federal Tax Documents	Filed tax returns, notices from IRS or state agencies

You can also filter documents by year to find what you need quickly.

Uploading documents

Go to Banking → Documents
Click + Upload Documents at the top right
Choose the Group and Year for organization
Drag and drop your files into the upload area, or click select files to browse
Click Upload [X] Files to upload
Click Done once uploads complete

Supported formats: PNG, JPG, JPEG, GIF, TIFF, TIF, BMP, PDF, HEIC, CSV, XLS, XLSX Upload limits:

Max 6 MB per file
Max 50 MB per upload
Up to 10 files per upload

Managing documents

Action	Details
View	Preview supported files in the browser
Download	Save to your computer
Edit	Update the group, year, or replace the file via the Update Document modal
Delete	Remove permanently

Each document tracks who last updated it and when — giving you a simple audit trail.

Tax season tip: Upload documents throughout the year into the right groups. When tax time comes, everything is already organized and ready to share with your accountant.

Chart of Accounts

Managing Transactions

Accounts & Statements

Bookkeeping

Document Management

Document groups

Uploading documents

Managing documents

​Document groups

​Uploading documents

​Managing documents

Document groups

Uploading documents

Managing documents