✅ Accepting Your Invitation
When your firm adds you, you'll receive two things:
A WhatsApp message from the Tofu business number.
An email with your verification code.
To get set up, reply to the WhatsApp message with the code from your email. That's it, you're ready to start sending documents.
📌 Note: Your verification code is valid for 30 days. If it expires, just ask your firm to resend the invitation.
📤 Sending Documents
Once you're set up, sending a document takes seconds:
Open the WhatsApp chat with the Tofu business number.
Attach your file and send it.
You'll get a ✅ back to confirm it came through.
That's all, your firm receives it automatically on their end.
📎 File Types and Size
Accepted formats: PDF, JPEG, PNG, HEIC
Maximum size: 10 MB per file
You can send up to 100 files, and we recommend batches of 40 for a smooth experience
No need to label or sort anything, just send your file and your firm takes care of the rest.
🔄 If Your Access Changes
Your firm manages who can submit documents. If your access is deactivated or removed, you'll get a WhatsApp note letting you know. If you think it was a mistake or you need to start sending again, reach out to your accounting firm directly, they can reactivate or re-invite you anytime.