A client calls and needs the notice of assessment you collected two years ago. That is what this is for.

Getting there

Open a client and choose their Files tab.

What is in it

Everything you hold for that client, going back as far as you have used Vylan:

• The documents they uploaded.
• Anything they signed.
• The finished work you sent back.
• Anything you uploaded or imported yourself.

Finding one thing

It is the same browser as the firm-wide Files section, narrowed to this one client — so it is not a second thing to learn, and everything in the files browser applies here. Search by name, then narrow with Document type, Year and Status.

Folders are per client, so the structure you build for a corporation does not follow you onto a personal return.

Getting a copy out

Download any file straight from the archive. For a whole engagement's worth, there is a download-all on the engagement itself, and you can export everything your firm has from your settings. See downloading all your data.