Uploading documents

The Documents page is the single place files travel between you and us — uploads, status, and downloads all live there.

How: choose a file (up to 10 MB), pick what it is (bank/card statement, receipts, tax, payroll, or other), add an optional note like "September business checking — Chase", and upload. PDF, photos (iPhone HEIC is fine), CSV, Excel, and Word all work.

What the statuses mean:

• New — we haven't opened it yet. You can still delete it if you uploaded the wrong file.
• Reviewed — a bookkeeper has it and it's in (or going into) your books.
• Flagged — something needs your attention; we'll usually pair it with a call or note.

Snap a photo of a receipt at lunch, upload it before you lose it — that's the whole system.