Getting Started with Briefcase

Briefcase makes it easy to share your invoices and receipts with your accountant. No apps to download, no accounts to create—just a simple, hassle-free way to keep your books in order.

Easy Sharing

✅ Upload from any device: laptop, tablet or phone

✅ Take photos or upload files from your device

✅ Forward emails with attachments

No Hassle

❌ No new accounts to set up

❌ No passwords to remember

❌ No apps to download

1. Your Unique Briefcase Email

We will provide you with a unique email address:

• Forward Emails: Send any emails with invoice or receipt attachments directly to this address.
• Pro Tip: Set up automatic email forwarding in your email service (like Gmail or Outlook) to send relevant emails to your Briefcase address automatically.

2. Your Unique Briefcase URL

You'll also get a personalised web link:

• Upload Documents: Open the URL on any device to upload invoices or receipts.
• Mobile Friendly: On your phone, you can take photos directly through the site.
• Pro Tip: Save the URL as a bookmark or add it to your home screen for quick access.