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Clear Biz combines all of the office management tools into
one easy-to-use package for Accounting Professionals to
help them run and grow their practice.
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Document Vault
Adding & Organizing Your Client's Files
The goal of the Document Vault is that is gives you the ability to organize and manage all of your
clients' files in one place. Each client has its own Document Vault where you can drag 'n drop all of
your clients' files and documents into it. Clear Biz records the shortcut of the actual files and displays
an icon in the white box. You can organize your clients' files into categories so that all the information
is at your fingertips regardless of where your files are saved on your computer or network.
Document Vault Screenshot
Document Vault Features:
•  Drag 'n drop your business or personal tax clients' files into appopriate categories.
•  Add, edit, open and delete shortcut links of your clients' files.
•  Import any type of file and image format into the Document Vault.
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