Upload documents

What it is for: sending your firm the paperwork they need, and receiving drafts and finished returns back, all in one secure place instead of email.

Upload a document

1. Open Documents from the menu, then choose Upload.
2. Pick the file from your device.
3. Confirm and upload. The file appears in your documents list right away.

Respond to a request

1. When your firm needs a specific document, it shows up under What your firm needs on your dashboard and in your documents list marked as requested.
2. Click Upload next to that item and send the file. The request clears once it is received.

Send a corrected version

1. If your firm asks for a new copy of a file, upload the corrected file the same way.
2. FairFyn keeps it as a new version so the history stays clear for both of you.

Good to know

• Your firm can also send files to you here, such as a draft or your finished return.
• Only your firm and you can see these documents.