Uploading documents to Heard documents

Overview

You'll use the "Documents" section within Heard repeatedly throughout the year as this is your place to securely share documents we need for quarterly estimated taxes, annual taxes, and various other topics that come up.

This document will walk you through how to upload documents to Heard.

Opening your Documents in Heard

To access the Documents feature within Heard you'll:

1. Log into https://dashboard.joinheard.com
2. Click Your Practice in the left sidebar to expand this section and then click Documents
   

   

Uploading a document to Heard

Once you're in the Documents tool, you can upload a document by doing the following:

1.  You'll then select the appropriate tab based on which document type you'll be uploading:
   
   
   
   • Bank Statements: Monthly statements associated with the bank accounts you've connected to heard
   • Bookkeeping: Year-end documents needed to reconcile your accounts before annual taxes
   • Taxes: Documents related to quarterly or annual taxes, S Corp election, etc
   • Incorporation: Documents related to the registration or formation of your business
   • Receipts: Used only to view receipts you uploaded within specific transactions
   • Other: Used for all other types of documents (e.g. screenshots) that you need to share with Heard
2. Click Upload Documents to open a modal where you'll be asked to browse for the file you wish to upload
   
   
3. Click Select Documents to browse for the file you wish to upload on your local computer
   
   
4. Locate the file on your local computer, select it, and click OK or Submit to start uploading to Heard
   
   
5. Verify that the correct filename appears under "FILES TO UPLOAD" and then click Upload