Download a Client Handout in Onvio Advisory

You may want to download a client handout to maintain or access a local copy for your records.

  1. In Advisory, click the Client Handouts tab.
  2. Click Individual Tax or Business Tax, and then click the client handout that you want to download.
  3. Click the icon.

You can view or copy the document in the local downloads folder on your computer.

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