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- How may I send a finished return to the client?
How may I send a finished return to the client?
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carlton-vtaxcs-
Level 1
10-26-2022
10:28 AM
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I would like to send a copy of the completed return to the client. Is there a way to do this directly from ProConnect or would I need to download and place in the portal?
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George4Tacks
Level 15
10-26-2022
10:31 AM
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Intuit Link is available - See the last section in https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/intuit-link-procon...
You can also send the pdf via email if you can encrypt it. If not use a secure portal.
Here's wishing you many Happy Returns
