Paperport V 11

[Booger]

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

[Margaret CPA in OH]

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.

[Booger]

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