How to Upload a File to the Client Portal

Clients can also send receipts, invoices, and other files to docs@accountablenumbers.com.

Here are the steps.

1. On the Dashboard, click Drag and drop file(s) here, or click to select a file.
   
   
   
2. Choose the file, add a description (optional), then click Submit.
   
   
   
3. You can click the Files tab to view all uploaded files.
   
   

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