Documents overview

You can access files through the following links in the
Documents
section of the navigation pane.
Folder
Details
File Exchange
The
File Exchange
link takes you to a screen in which you might find templates that we designed for you and files that you will exchange with our firm.
Other links
Other links under
Documents
give you access to static documents. These include tax returns and financial statements. Links with names for the taxpayer contain personal documents. Links with names for companies contain business documents. If we uploaded a web organizer for you to complete, a
Tax Org
indicator seems beside the folder.
You can view, download, and print the files that are accessible through these links as often as necessary without having to request mailing or delivery. For example, if you’re at a bank meeting to go over a loan application and you forgot to bring a copy of last year’s tax return, you can sign in to NetClient CS and download or print a copy of the return.