Printing Options

Most firms are working toward paperless with all attachments uploaded so no printed file is required.

We recommend that if printing you wait until the entire job is finished and print all pages together to get completed file.

However you may print pages individually from the print command (tab at the bottom right of each page).

PDF snapshot of the entire workbook may be created at any point from the Export Client (PDF) command in the sidebar (or from the master client page drop-down).

At any stage a prior-year PDF may be printed by opening the version kept in the side-bar or going back to your own copy of this which you should download to your backups on rollover.

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