You can use Connector to quickly link a new or existing Excel or Word file.

Connector lets you link information from the client profile, accounts, mappings, leadsheets, groupings, user defined information, document information, tax export code and more.

Choose your period type, number format, rounding type, foreign exchange and more.

The Links Path dialog lets you check existing links and reassign links from one file to another.

The drilldown automatically opens the appropriate area of the Working Papers client file based on the links in the selected formula in the Word or Excel document.