Portal: Uploads to your personal or business account

If you have access to more than one account in your portal (e.g. a personal and business account), please select the correct account for each uploaded document. When uploading, use the middle drop down menu to select the correct account.

In the following example Samantha Jones has two accounts with us — her personal account (with her husband Jonathan Smith) and her business account (Samantha Jones LLC).   The document  she is uploading to the portal  is for her business taxes.  Therefore she would use the dropdown and select her business account.

Doc Upload Image


It really makes a difference on our end to make sure your documents are saved in the correct account.