The Tax Report offers a Presentation Mode option at the top right-hand side of your screen!
Although the tool, overall, is quite capable to be shared with a client in real time, we, currently, offer a specified "Presentation Mode" in the Tax Report feature of the software. This allows the user to display the Tax Report information without the Holistiplan header information that includes the tabs along the top right-hand side of the screen. See below for screenshots representing the differences:
Presentation Mode Off
How-to Tip: In order to turn the Presentation Mode on, you simply select "Presentation Mode" located in the upper right-hand side of the Tax Report. In order to turn it off, you would simply select it again, but this time, it will say, "Presentation Mode Off."
Presentation Mode On
