- Exporting and Filtering Tax Returns in Client Management
- Sending Tax Returns in Client Management
- Sending Financial Statements in Client Management
- Exporting and Managing Organizers in Client Management
- Exporting and Managing Financial Statements in Client Management
- Sending Organizers to your Clients in Client Management
- Setting Filters for the Client List and Client Engagements
- Send Financial Statements Workflow
- Sending Organizers, Tax Returns, and Financial Statements in Bulk
- Sending Tax Returns to Clients (UK)