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how do i email a client's return

thomas gerald

Level 1

Forum|Forum|5 years ago

February 1, 2021

Question

how do i email a client's return

Forum|Forum|5 years ago
February 1, 2021
1 reply
8 views

No text available

ProSeries Basic

This topic has been closed for replies.

1 reply

conveniencebrokerage

Level 4

Forum|Forum|5 years ago

February 7, 2021

you do have a option to download the information and then sending to the client from there. When you go to print right next to that should give you a option a pdf option just download that, that's it

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