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Sending Files to Your Preparer

Need to get a document to your staff member outside of a normal document request? You can send files to anyone at Reed & Company directly from your Client Portal.

  1. From your Client Portal home, click Documents in the left-hand menu. Client Portal home screen with the Documents link highlighted in the left menu
  2. Click Send Files in the top right of the Documents page. Documents page with the Send Files button highlighted in the top right
  3. Add a recipient. Click into the To field and choose the staff member you’re sending files to. Send Files screen with the Add Recipients field highlighted
  4. Fill in the details. Add a subject and a short message, confirm the tax year, and click Attach Files to choose the documents you want to send. Send Files screen with the subject, message, tax year, and Attach Files button labeled
  5. Click Send when you’re ready. Your staff member is notified right away. Send Files screen with the Send button highlighted

Prefer to send files as part of a document request we’ve already sent you? Use the Uploading Your Tax Documents guide instead.

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