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Automatically Send E-file Confirmation to Clients

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Automatically Send E-file Confirmation to Clients

Cormacnel

I would like ProConnect to automatically email clients the e-file confirmation when it is accepted.  I've had to send about 5 a day and this would save me time.  I've had it with other tax programs so I'm surprised it isn't universal.  It could be set to go to the e-signature clients during that process.  

Status: New
Vote now if this is a good idea
2 Comments
sjrcpa
Level 15

"I've had to send about 5 a day"

Really? You had to?

How many clients actually want this/care about this?

Many years ago when efiling was new we would snail mail efile acceptance letters. Then we stopped. Only one client asked for one.

puravidapto
Level 8

I think clients do care especially for new clients, but regardless sending a e-mail notification would not hurt.

-- Click https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idea-for-intuit-to-keep-track-... to vote FOR the idea if you need to report and keep track of Intuit software defects.

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