taxtech500 named azta a winner in two categories for the fourth month running. Read the announcement

The engagement workflow

Export · Share

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Export the document to Word for further editing, save a PDF or share a link for review.

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Illustrative product workflow

What you start with

A reviewed canvas or research conversation

What you take forward

A downloadable file or a link to share

  1. 01

    Finish the review

    Check the document and its references in the canvas. Make the final changes before creating the file or link you intend to distribute.

  2. 02

    Choose the format

    Download generated documents as Word for further editing. You can also export Canvas content to PDF. The formats available depend on what you have created.

  3. 03

    Share the result

    Use Share to create and copy a link to the conversation or Canvas content. Send the link through your usual channel so the recipient can view the material.

Check what is included in a shared view before distributing its link, especially when the engagement contains confidential client information.

Explore the product

Continue the engagement

Workspaces

One client. One shared place to work.

Explore Workspaces