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Level 2
March 13, 2020
Question

Notify clients automatically when their returns get accepted by IRS

  • March 13, 2020
  • 4 replies
  • 13 views

My old software had a setting to send the clients an email when their return got accepted by the IRS.  They liked that and were used to it, now there is no such feature.  Why not? 

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    4 replies

    Just-Lisa-Now-
    Intuit Community Champion
    March 13, 2020

    Which software did you used to use?

    You dont mention which software youre using now, but ProSeries doesnt have that option.

    I send my clients the Form 9325 that shows when the return iwas accepted.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    Level 2
    March 13, 2020

    We used CCH Prosystem and Axcess both over the years, and they both behaved the same.  I switched to Lacerte this year.

    Just-Lisa-Now-
    Intuit Community Champion
    March 13, 2020

    As far as I know the only Intuit product that does that is TurboTax.

    @George4Tacks   Lacerte doesnt have that feature does it?

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    George4Tacks
    Level 15
    March 14, 2020