Hi, how do I export Agexpert Accounting online to CaseWare? or how do I create a back-up for accountants to work on?
Hi Jun. The option to export to Caseware is found by clicking the person icon in the upper right corner of the screen. We don't have a back-up you can send to the accountant because it's cloud based, but you can share the business with them if you have a Premium subscription. You could also export the important reports to PDF/Excel and send them to your accountant (if that works for them).