The Deliverables module provides a self‑service way to view and download documents shared with you by your tax team.
By default, all available documents are shown in a single list. You can use grouping by Tax Project and Tax Year to organize the view and more easily navigate documents related to a specific engagement or time period.
Viewing & Downloading Files
Use the Deliverables table to browse and access your documents.
View all documents at once, or organize them using Tax Project and Tax Year groupings
Expand or collapse groupings to focus on a specific project or year
Click a file name or download icon to download an individual document
Use the preview (eye) icon to view a document before downloading
Bulk Downloading Files
To download multiple files at once:
Select Bulk Download from the available actions
Checkboxes will appear next to each file
Select one or more files using the checkboxes
Open the Tools dropdown and choose Download
Downloaded files will be saved to your device based on your browser settings.
Search, Sort & Filter
Use the available tools to quickly find documents across all projects and years.
Search by file name or keyword
Filter by Tax Project or Tax Year (tip: click on a specific tax year or project cell to filter the table)
Sort columns by date, file type, or uploader
Important Things to Know
All documents shared with you are visible by default
Grouping helps organize files but does not hide any documents
Documents are uploaded and managed by your tax team
If you’re missing a document or have questions, please contact your Armanino engagement team