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Financial Planning Foundations

Tips and Tricks for Today and Tomorrow: Episode 2 – How to Find Tax Documents in your Presilium Client Vault

This tutorial shows Presilium clients how to find and download tax documents stored in their secure client vault. It walks through where year-end forms are kept so clients can retrieve and share what they need at tax time without delay.

Jerry Davidse

This tutorial shows Presilium clients how to find and download tax documents stored in their secure client vault. It walks through where year-end forms are kept so clients can retrieve and share what they need at tax time without delay.

Key takeaways

  • Tax documents are stored securely and accessibly within the Presilium client vault.
  • Clients can download year-end forms directly to share with their accountant.
  • A central vault keeps tax records organized across multiple years.
  • Knowing where documents live reduces last-minute scrambling during tax season.
More on Financial Planning FoundationsTax Planning

Written by

Jerry Davidse

Chief Executive Officer · CFP®

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