Booger Posted July 8, 2009 Report Share Posted July 8, 2009 Good morning everybody! Is there a way to "import" a set of tax returns directly from the ATX program into the client folder created by Paperport? Thanks in advance for your responses. Booger Quote Link to comment Share on other sites More sharing options...
Margaret CPA in OH Posted July 8, 2009 Report Share Posted July 8, 2009 I use Paperport 11 but move my client data to folders that I have set up. I also create (print) pdf copies of client returns and save them in their respective client folders. Just for fun, I exported a file to a client folder and then tried to open it. Of course the message was to go to the source and print the document as a pdf. It's a 2 step process but it's another backup that I use. Quote Link to comment Share on other sites More sharing options...
Booger Posted July 8, 2009 Author Report Share Posted July 8, 2009 I use Paperport 11 but move my client data to folders that I have set up. I also create (print) pdf copies of client returns and save them in their respective client folders. Just for fun, I exported a file to a client folder and then tried to open it. Of course the message was to go to the source and print the document as a pdf. It's a 2 step process but it's another backup that I use. Thanks, Margaret. Booger Quote Link to comment Share on other sites More sharing options...
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