Upload your clients’ receipts, bills and other financial documents to Receipt Bank to digitise and organise their paperwork automatically.
There are three main ways to manually upload documents to Receipt Bank:
Watch this video for a step-by-step walkthrough of how your clients can upload their documents to Receipt Bank:
Want an easy way to teach your clients about the different ways to upload their paperwork to Receipt Bank? Share this video for a quick introduction to the platform:
If you’d prefer to collect your clients’ documents and upload them to Receipt Bank yourself, watch this video for a quick walkthrough:
Learn more about each of the Receipt Bank submission methods with these dedicated videos for Mobile, Email, Upload and Fetch , or by reading through the ‘Submitting Items’ section of this Help Centre.