Print a Client Handout in Onvio Advisory

You can print a client handout in hard copy or save it as a PDF file to provide to your clients.

  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 print.
  3. Click the Print icon.
  4. Select your print settings, and click Print.

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