Work with a tax advisor or a trustee

A tax advisor or trustee who uses IDup can connect to you. You then exchange documents and messages inside IDup instead of by e-mail attachment.

Step by step

1. 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.
2. Set up your access, choose a password and sign in with the six-digit code. See Your free private account.
3. Their practice appears in your area picker. In the app you find My tax file or My trust file under My area.
4. Send documents into your file instead of attaching them to e-mails.
5. Write to the office from the same screen. The thread stays with your file.
6. Requests for missing documents show as still needed, so you are not chased.

The full walk-through of the app screens is in Tax clients and trustee clients in the app.

What they can and cannot see

• They see your file: the documents you sent and the affairs they handle for you.
• They do not see the rest of your private account or your other connections.
• If the engagement ends, they disappear from your area picker and your account stays yours.