Sending a pdf of return to client in Basic

Forum|Forum|6 years ago
March 25, 2020
3 replies
47 views

I am using ProSeries Basic. I am looking for suggestions for SECURELY sending a pdf of a client's return.

ProSeries Basic

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Best answer by Just-Lisa-Now-

I use Bullzip, its free and can password protect documents to attach to email.

itonewbie

Level 15

With native encryption removed from PS Basic, you could simply password protect the PDF file with a ZIP/RAR utility before sending the encrypted file and password to your client over regular email separately.

If you have access to encrypted email or secure client portal (such as Intuit Link), the PDF file can be shared with your client without additional encryption.

---------------------------------------------------------------------------------Still an AllStar