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Send Customized Client Letter with eSignature
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Send Customized Client Letter with eSignature
Send Customized Client Letter with eSignature
Submitted by ashtonc yesterdayWhile ProConnect allows you to create a custom Client Letter and make this the default, it is not what prints with the "Client copy of tax return (watermarked)" in the eSignature request. To do this, you have to manually download the return and upload it as a reference document, defeating the purpose of the ability to customize.
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