Work with a tax advisor or a trustee
If a professional handles your affairs, this is what the arrangement looks like from your side.
A tax advisor or trustee who uses IDup can connect to you directly. You then exchange documents and messages inside IDup rather than by e-mail attachment.
Step by step
- They invite you. You receive an e-mail saying they have set up an IDup account for you — it is free and it is yours.
- Set up your access, choose a password and sign in with the six-digit code — see Your free private account.
- Their practice now appears in your area picker. Select it to see your side of the mandate.
- Send documents into the mandate instead of attaching them to e-mails. They land where the work is done.
- Use Messages for questions; the whole thread stays with the mandate.
- Their requests for missing documents show as outstanding items, so you know what is still needed without being chased.
What they can and cannot see
- They see the mandate: the documents you sent and the affairs they handle for you.
- They do not see the rest of your private account, and they do not see your other connections.
- If the engagement ends, they disappear from your area picker and your account stays yours.
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