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Files and Folder Options (5m10s)

Updated: 2022-02-28

Watch this video (5m10s) to learn how to set the default file name format, folder structure and where you store your client files in TaxCycle.

  Watch Files and Folder Options

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Related topics:
 Client Folders
 File Naming Options
 Common Folders

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 1-888-841-3040
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1
More Information...

Related topics:
 Client Folders
 File Naming Options
 Common Folders

2
Demo or Trial Sign-Up

See for yourself:
 Schedule a live demo
 Download a free trial
 Get the Training Workbook

3
Have More Questions?

We're here to help!
 Email support
 1-888-841-3040
 ProTax Community