Once you have been sent an invite to your client portal by your lawyer or preparer, you are able to upload files for their review.

To do this, simply start by logging into your client portal.

Once you are logged in, click the Upload Files button.

After clicking the Upload Files button, you can either upload files by dragging and dropping the file into the box or by clicking the box and searching for the file that you wish to upload.

Once you have selected the file you wish to upload, click the Upload button. If you have accidentally chosen an incorrect file, you may click the Clear button.

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