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thomas gerald
Level 1
February 1, 2021
Question

how do i email a client's return in pro series basic

  • February 1, 2021
  • 1 reply
  • 8 views
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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
February 1, 2021

This post says it went away back in the 2019 program

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/sending-pdf-copy-to-client-via-print-option/00/49602

 

You should still have the ability to print to PDF, youd just have to use 3rd party password protection (Like Bullzip) to secure and attach to email.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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