ProConnect Tax Idea Exchange

It would save some time and combat potential omission if we could include the e-File Confirmation letter in the Print Settings, perhaps under General. I always provide a copy to clients and keep a copy with their files.

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Vote now if this is a good idea

Comments

Thanks for the idea to add e-file confirmation letter in the print settings under General. We are changing the status to "Open for voting" since it is no longer considered "New".

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Level 3

Yes, that would be very helpful to include in print settings. Or even better if it could be sent in 1 click from the e-file dashboard itself.

Level 1

I also need a way to print all e-file confirmation letters en masse or in a batch please. It is very cumbersome to go back into each client to print these after they are accepted.

Level 1

The e-flie acceptance acknowledgement should be in the form of letter that can be sent to the client. It looks more professional. Lacerte already has it and the clients loved it since it kept them informed. Part of business is customer service and this follow through to the acceptance is part of the service.