Once in the Portal, you must Search for the client that will be downloaded.
Once you find the customer, press View Client.
In the Client Profile, select Options.
- This opens a list and you must select Download Files.
Important note:
Only administrators will have the option to: Change Access and Delete Client.
If you would like assistance or need more information, please feel free to write to us at support@cegsoft.com or open a ticket at support.experttax.com/#help and we will assign a technical support staff to contact you as soon as possible.
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