Documents overview

You can access files through the following links in the Documents section of the navigation pane.
Note:
If the navigation pane doesn’t include a Documents section, you don’t have access to this area.
Folder
Details
File Exchange
The
File Exchange
link takes you to a screen in which you might find templates that we designed for you and files that you will exchange with our firm. To learn more about File Exchange, see the File Exchange overview.
Other links
Other links under the Documents heading give you access to static documents such as tax returns and financial statements. Links that are named for the taxpayer contain personal documents; links that are named for companies contain business documents. If we uploaded a web organizer for you to complete, a Tax Org indicator appears to the right of the folder.
You can view, download, and print the files that are accessible through these links as often as necessary without having to request mailings or delivery. For example, if you’re at a bank meeting to go over a loan application and you forgot to bring a copy of last year’s tax return, you can log in to NetClient CS and download or print a copy of the return.