You can store all of your important business documents safely and securely in SimplePractice, including your license, lease agreement, continuing education certificates, employee contracts, or any other documents related to your practice.
Here's how to upload your business documents:
- Go to Settings > Business Documents
- Click Upload Now
- Click Upload Documents and upload any files (up to 10MB per file size)
- You'll see your uploaded documents listed on this page by name and date uploaded
You can access your secure business documents from any computer where you log into SimplePractice.
Note: In a group practice, the Business Documents page is only accessible to Account Owners and Practice Managers.