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How-To Add a Work Binder to Clients in Doc.It
A work binder can be add to a single client or multiple clients at the same. This is dependent on the need and is based on the client type. The client type will dictate the type of work binder that will be used. Example, an individual tax binder can ...
How-to Roll Binders Forward
Follow the steps below to roll binders forward. Note: only related binders can be rolled together, ie. all 2021 Personal Tax binders can be rolled at the same time to create the 2022 Personal Tax binders. That would be separate for rolling 2021 ...

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