Documents overview
You can access files through the following links in the Documents section of the navigation pane.
note
If the navigation pane doesn’t include a Documents section, you don’t have access to this area.
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 the Documents heading give you access to static documents such as tax returns and financial statements. Links that are named for the taxpayer contain personal documents; links that are named for companies contain business documents. You can view, download, and print the files that are accessible through these links as often as necessary without having to request mailings 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 log in to Digita NetClient and download or print a copy of the return. |