Rename items in Client Center

You can rename files from within folders that your accountant has shared with you in the Documents screen.

Rename a document

Select Rename next to the document you'd like to rename.
Make changes and select Save.

You can rename files only if your accountant has assigned appropriate permissions for shared files in the Documents area. For more information on shared file permissions, contact your accountant.

Note: When you rename files that have been uploaded to multiple folders, you’ll need to rename the files in each folder.