Print a Client Handout in Onvio Advisory
Show expandable text
Hide expandable textYou can print a client handout in hard copy or save it as a PDF file to provide to your clients.
- In Advisory, click the Client Handouts tab.
- Click Individual Tax or Business Tax, and then click the client handout that you want to print.
- Click the Print icon.
- Select your print settings, and click Print.
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