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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
3 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.

JanaLowe
Level 1

Yes, sending e-file acceptance is important to our firm to communicate with our clients. We don't know which clients will ask about acceptance, so it would be helpful to automatically send these out so we don't have to manually send these or respond individually to clients. 

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