lindadod0626
Level 3

I am using ProSeries Basic. I am looking for suggestions for SECURELY sending a pdf of a client's return.  

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itonewbie
Level 15

With native encryption removed from PS Basic, you could simply password protect the PDF file with a ZIP/RAR utility before sending the encrypted file and password to your client over regular email separately.

If you have access to encrypted email or secure client portal (such as Intuit Link), the PDF file can be shared with your client without additional encryption.

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Still an AllStar
Just-Lisa-Now-
Level 15
Level 15

I use Bullzip, its free and can password protect documents to attach to email.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

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lindadod0626
Level 3

Thank you. I don't understand what some of this means, but I appreciate your trying to help.  

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