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Document Vault |
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Adding And Organizing Your Client's Files |
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Our goal is to provide you with one comprehensive package to help you take control of your
practice. Our Document Vault is a great feature which gives you the ability to organize and
manage all of your clients' files in one place. |
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Each client has its own Document Vault where you can drag 'n drop all of your clients' files and
documents into it. Clear Biz records the shortcut of the actual files and displays an icon in the
vault. You can organize your clients' files into categories so that all the information is at your
fingertips regardless of where your files are saved on your computer or network. |
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Document Vault Features: |
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• Drag 'n drop your business or personal tax clients' files into appopriate categories
in the Document Vault.
• Add, edit, open and delete shortcut links of your clients' files.
• Import any type of file and image format into the Document Vault. |
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