Sharing Documents with Clients

PPC’s Practice Aids™ provides secured and unsecured documents that you can share with clients and colleagues. Secured Excel and Word documents (such as Audit Programs and some checklists) will function as read-only documents when sent to clients or other unlicensed users.  Non-secured Excel and Word documents such as letters and some checklists have full-edit capabilities when sent to clients or other unlicensed users.