The Deliverables module allows tax professionals to upload and organize client-facing documents. Files are tagged to specific projects and tax years, ensuring clients can easily find what they need.
Uploading Files
Open the Tools dropdown and click the Upload button
In the modal, tag each file with a project name and tax year
Drag-and-drop or select files to upload
Click Done to complete the upload
Downloading & Deleting Files
Use checkboxes to select one or more files
Open the Tools dropdown to choose Download or Delete
Only Armanino users can upload or delete files; clients can only download