1. 1. Click on “Clients” from the main menu.
   2. Click on “Manage Clients”.
   3. Click on the client file for whom you wish to send an account statement via email.
   4. Click on the “Statement” button among the available actions.
   5. Click on the “Email to Client” button.
      • Note: The “Email to Client” button will only appear if an email address is defined in the client’s file.