Open client files saved on disks

If you want to open a tax return from a disk or USB drive, the easiest method is to bypass ProFile's file management features. To do this, select File > Open from the main menu, rather than opening the file by way of the database.

Instead of displaying the advanced file management box, ProFile will display a file dialogue box. Select the drive letter of the device, and then highlight the file you wish to open. Click Open to open the file.

Another option is to use File Explorer, navigate to the file and double click it.

Note: You may want to lock your directories in Options > Environment > File to avoid ProFile defaulting to your disk or USB drive the next time you attempt to open or save a file.