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Uploading & Managing Documents
Learn how to upload tax documents and let our AI extract key information automatically.
7 steps8 minBeginner
Progress0%
From the sidebar, click 'Documents' to open your document hub. This is where all your uploaded tax documents live, organized by tax year.
If this is your first time here, you'll see an empty state with a friendly prompt to upload your first document. Don't worry—we'll walk you through everything.
Documents Page Overview
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The Documents page shows all uploaded files organized by tax year
Pro Tip
You can also drag a file directly onto the sidebar's Documents link for a quick upload shortcut.