It would be nice to have a covering letter/email option when sharing the tax return draft to the client from the print options. It helps to sum up the return and give a little presentation/explanation and a note that the return is sent for review and tell them they need to respond by a certain date.
Currently the way it is set up it just goes off without any notification or confirmation, just a small pop up that the draft is sent.
Thanks for the idea to add a cover letter to add information about the return for the client to read and have a clear return date. We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange
If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.