Tax Hound Preparer Course

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Exporting to DM Docs

Tax Hound Preparer Course View/Print Exporting to DM Docs

6 STEPS

1. Open the Client Manager and Click View/Print

Step 1 image

2. Select Preparer Copy

Step 2 image

3. Click Export To Document manager

Step 3 image

4. Click Close

Step 4 image

5. Return to the Client Manager and click DM Docs

Step 5 image

6. You will now see the Preparer Copy is saved in DM Docs

Step 6 image

Here’s an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/1896925/Mytaxoffice—How-to-untitled-task-name

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