Creating tax form with file upload functionality

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    Elizabeth Hammond 
    Asked on March 12, 2019 at 02:54 PM

    I need to create a form that can be integrated on my website that will be used as client account for them to submit their documents and access documents that will be uploaded by us.


    Sincerely, 

    Elizabeth Hammond

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    Mike
    Answered on March 12, 2019 at 04:18 PM

    You can create a file upload form with us to receive the files from your clients.

    Guide:

    How to Create File Upload Forms

    The form can be embedded in your website.

    However, the form will not act as a client's account. We do not offer membership features. You may need to share the final documents with your client in some other way.