Reports & data
Send documents securely
Upload receipts and statements to the correct company.
Use the document request
When the firm asks for a document, open that company’s Documents page and attach the file to the relevant request with any context needed.
Check what you upload
Confirm the company, requested period and file contents. Upload a clear, complete statement or receipt. Password-protected or unreadable files may need replacement.
Sensitive files
Financial documents belong in the document workflow rather than a support conversation. Do not upload passwords or authentication recovery codes.
Upload failed?
Check the on-screen message and the supported size/type. Include the filename extension and error message in a support request, without including the document’s sensitive contents.
Need more help?
Open a support request or email info@iandsaccountingsvcs.com. Never share passwords or sign-in codes.