Just-Lisa-Now-
Level 15
Level 15

I doubt there's a way to "link" them to your clients tax file.  

I have them all in a folder called Client Scanned Files with the file names as LastNameFirstNameTaxYear.pdf   if they dribble other pages in I add a -1 -2-3 to the end of the file name.

So when I look at the Client Scanned Files folder I see:   

SampleIma2014.pdf

SampleIma2015.pdf

SampleIma2015-1.pdf  

etc.


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