myTB Client Upload

myTB Client Upload gives clients a focused, account-free way to send documents requested by their accountant. Open the secure request link your accounting firm sends you, enter the four-digit access code, and see exactly what is still needed. Scan paper documents with your camera, choose an existing photo, attach a PDF, or let your accountant know when a requested item is not available. Features: - Accountant-issued request links and access codes - Guided mode for completing requests one item at a time - Camera scanning, photo selection, and PDF upload - Clear lists of documents still needed and already sent - Replace an incorrect or outdated file - Mark an unavailable document without blocking the rest of the request - Contact your accountant from the Help screen - Light and dark appearance A myTB.ai firm sends each request. Clients do not purchase a subscription or create a myTB.ai…