Did you know that you can send your data exports to an employer, CPA, or anyone you would like without having to forward it from your email client? This feature makes getting reimbursed and feedback from your CPA a breeze. Here is how:
To begin, select your device:
Step 1: Click on the Settings icon in the top right corner of your screen
Step 2: Scroll down to Export Data
Step 3: Select the date and filters for your export, then select Additional Recipients
Step 4: Enter in email addresses you would like to send the report to and click Save.
Step 5: Tap Export Data
Step 6: The Exports will now be sent to all email addresses that you entered
Step 1: Click on the Settings icon in the top right corner of your screen
Step 2: Scroll down to Export Data
Step 3: Select the date and filters for your export, then select Additional Recipients
Step 4: Tap Send Data Export
Step 5: The Exports will now be sent to all email addresses that you entered
Step 1: Log in to your account on the Web Dashboard
Step 2: Click on Data Exports from the side menu
Step 3: Click + New Export
Step 4: Under Recipients tap the drop-down arrow to select from, my company, my tax pro, or just me. Enter your recipients email address.
Step 5: Click, Generate Export
Step 6: The Exports will now be sent to all email addresses that you entered.
Customer Support:
If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.
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