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 |
|---|
| Tax Forms | W-2s, 1099s, tax returns |
| Receipts | Expense receipts and purchase records |
| Invoices | Copies of invoices sent or received |
| Bank Statements | Downloaded bank statements |
| Other | Anything else |
Uploading documents
- Go to Banking → Documents
- Click Upload
- Select one or more files
- Choose the group and year
- Upload
Most file types are supported. PDFs, images (PNG, JPG, GIF), and common office formats can be previewed directly in the browser.
Managing documents
| Action | Details |
|---|
| View | Preview supported files in the browser |
| Download | Save to your computer |
| Edit | Change the group, year, or replace the file |
| Delete | Remove permanently |
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.
