Save client’s workpaper file

Make sure you regularly save the workpaper file to ensure you do not lose your work.

1. Click Save As.
2. Navigate to your client’s folder and select it.
3. Ensure the file extension is .xlsm.
4. Click Save.

If you use iFirm Client Accounting, visit the iFirm help centre to learn how to:

• Add a workpaper to a client’s general ledger
• Open and save a workpaper file for a client

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