Uploading Documents (For Clients)
If your accountant uses Complyax, you will receive email or WhatsApp chasers requesting records (like receipts, invoices, or bank statements).
We have made this process simple and secure. You do not need to create an account or remember a password to submit your files.
Upload Guide
Open Your Secure Magic Link
When your accountant requests a document, you will receive a message with a unique, secure link.
- Click the link on your computer or tap it on your smartphone.
- You will be taken directly to your personalised Client Upload Portal.
Review Outstanding Requests
The portal page displays exactly what documents your accountant is requesting (e.g. August 2026 Mobile Bill).
Upload Files
- On a Computer — Drag and drop the requested file into the upload box, or click the box to browse your folders.
- On a Smartphone — Tap the upload box to browse files or select your camera to take a photo of a physical receipt or invoice.
Verify Completion
Once the progress bar reaches 100%, the item is marked as received. Your accountant is notified immediately, and the document is mapped to their workspace.