Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I attach documents to client requests?

ADHDsherri
Level 2
I have pdf and excel documents I would like to send to certain clients. How do I attach a file?
0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Comment 1
itonewbie
Level 15

See this discussion for steps to follow:

https://proconnect.intuit.com/community/proconnect-tax-discussions/discussion/re-is-there-any-way-to...

---------------------------------------------------------------------------------
Still an AllStar