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Level 5
March 12, 2020
Question

Password protect individual returns

Is there a way in proseries professional to password protect a return and email it as a pdf?

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8 replies

Level 5
March 12, 2020

Thank you , i see it now.

IRonMaN
Level 15
March 12, 2020

If you like the feature and use Professional, you are in luck.  If you like the feature and use Basic, it gets a little hairy - you have to use your own means to do it.  I've never used it, maybe because I used other means before they added the feature or maybe I don't have a lot of faith in Intuit, but I have always used Adobe.

Slava Ukraini!
George4Tacks
Level 15
March 12, 2020

@IRonMaN Nice play on hair. Don't you love autotrype?

 

Answers are easy. Questions are hard!
Just-Lisa-Now-
Intuit Community Champion
March 12, 2020

Ive never used it, but the option is there...I use Bullzip and password protect if clients want something emailed.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Mimbreno
Level 4
March 12, 2020

I too use bullzip and just set my printer options in proseries to bullzip as the printer. Visit bullzip.com to download this free pdf writer that allows you to watermark and password protect any file. Bullzip converts the file to pdf with the options you choose to apply.

Just-Lisa-Now-
Intuit Community Champion
March 12, 2020
I need to set mine like that, Im doing double the work saving it one way then using BZ to save it again!
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪