ProSeries Tax Idea Exchange
Submitted by jimbetz2 on 03-25-2025 04:43 PMWould like a feature that allows to do a PDF of the client letter so it can be emailed to a tax client. I always email my clients a PDF containing their tax returns for review before I USPS Mail them returns for filing or e-file. So the only way to do this for the client letter is to print, scan, and attach to the email.
Jim Betz
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