I have been using EF for a while and my organizing system is tag dependent. I want to pull all the files I’ve tagged “taxes” throughout the year and offer them to my accountant.
I expect that my first step would be to select the ‘taxes’ tag and view the records it shows. From there what would be a good method to transfer them to the accountant?
She does not have EagleFiler. I don’t really want to email such sensitive items to her. I do not know her level of comfort or facility with cloud-based storage.
Your constructive suggestions are welcomed. Thanks all.