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D
DALCPAPC
Level 1
December 6, 2021
Question

email tax organizers

  • December 6, 2021
  • 3 replies
  • 21 views

Can we email tax oragnaizers directly from system.

 

    This topic has been closed for replies.

    3 replies

    J
    jeffmcpa2010
    Level 10
    December 6, 2021

    I don't see an email option, but you can print to a pdf file and then use your email program of choice to send the pdf as an attachment.

    I haven't messed around with it, as I use regular mail for delivering the organizers to my clients.

      T
      trexlerwatson
      Level 3
      November 14, 2023

      Why should we have to print to PDF, then email with password.  Update ProSeries to be able to send directly via ProSeries as you can with tax returns.

      T
      trexlerwatson
      Level 3
      November 13, 2023

      You can do this with all tax returns.  We need to be able to do this securely directly from the program.

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