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Proconnect - Covering letter option before the draft is sent from Print forms

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Proconnect - Covering letter option before the draft is sent from Print forms

Rose S

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.

Status: Open for voting
Vote now if this is a good idea
1 Comment
Intuit_Ruben
Moderator
Moderator
Status changed to: Open for voting

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.

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