Download a Client Handout in Onvio Advisory
Show expandable text
Hide expandable textYou may want to download a client handout to maintain or access a local copy for your records.
- In Advisory, click the Client Handouts tab.
- Click Individual Tax or Business Tax, and then click the client handout that you want to download.
- Click the icon.
You can view or copy the document in the local downloads folder on your computer.
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