Organize documents

Year-end accountant package

Gather a year’s statements, invoices and other documents from My Documents into one tidy package for your accountant, with an index, a contents list and the months that are missing.

How it works

  1. 1Pick the yearand what to include
  2. 2Documents are gatheredfrom My Documents
  3. 3You reviewthe list
  4. 4Downloadone package

You bring

Documents already saved in My Documents.

You get

A single package with a contents list.

Access

  • Opens in DMO Business Tools after you sign in with your DMO Account. New here? You can create an account on the same screen and start on the Free plan.
  • Counts toward your plan’s PDF tool jobs. Compare plans.

All tools Start free