TaxDebbie
Level 2
This widget could not be displayed.

Is it possible to import a copy of a document to a client file?  I would like to keep client documents like a copy of a W2 in a completed client file.

Labels (1)
0 Cheers
clr600
Level 7
This widget could not be displayed.

Scan them in and keep in A PDF file

0 Cheers
lbones
Level 4
This widget could not be displayed.

I use scan snap to retain every document that I am given and any notes that I take.  Reduces the amount of paper I have to retain and I break it up into yearly folders for every client.  Best investment I ever made.

0 Cheers