Understanding Document Types
Learn about merged vs separate files and how to properly categorize your documents
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Printing Reports
Download share-ready PDFs with QR codes in just two clicks
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Updating Reports
Add new Form Bs or minutes to your existing reports quickly and safely
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Sharing Reports
Share your reports securely with clients through multiple methods
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Viewing Source Files
Access and view the original source files directly in your reports
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Purchase Receipts
Access and download your complete billing history and receipts
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