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- Re: New to Pro Connect. I assume there are no slip sheets for a client folder, or client mailing. What type client folders are used, or is there a way to print slip sheets?
New to Pro Connect. I assume there are no slip sheets for a client folder, or client mailing. What type client folders are used, or is there a way to print slip sheets?
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gregoryjl
Level 1
08-17-2020
12:55 PM
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1 Comment 1
George4Tacks
Level 15
08-17-2020
07:14 PM
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You are correct - no slip sheets. You could print a plain paper cover sheet to go with paper returns, or a similar pdf sheet that could be inserted into the pdf file.
You need to spend the money for Lacerte to get what you are looking for.
Answers are easy. Questions are hard!
