LBkoolmom
Level 2

reboot the PC and run Homebase maintenance. I've done it a few times and it worked. but I am emailing one at a time. If that doesn't work the work around is set up the email in outlook, then create a checklist PDF and then go back to outlook and attach the .PDF to the outlook email and make sure you create the Subject line: Important information from your Tax preparer for 2024. The email will not be password protected either. most clients prefer it that way because sometimes the .pdf will turn into a win.dat and they cannot open either. Ugh... hope that helps.

0 Cheers