Upload and store documents to an employee's account. Once it's been uploaded, you and your employee will have access moving forward.
Add a document
Once successfully uploaded, the document will be visible to both you and your employee.
Complete, Concierge, and Select customers
Customers on our Complete, Concierge, and Select plans also have access to our Custom Documents feature - upgrade your plan at anytime.
For employees
If you're an employee, follow the steps in this article to upload a document to your account.