Level 8
03-10-2025
08:16 PM
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Definitely don't email it, even with a password, that doesn't meet IRS Security requirements.
Do you have a portal for clients to upload to? I use TaxDome and used to use SmartVault. Clients upload to it, and I can generate a PDF of the returns into the portal for them to use a little smother and easier than reviewing in DocuSign.
I don't use Link, so I don't know its capabilities.
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