Trouble with password protected PDF emailed to client with Windows 10 and Office 2016 (Outlook) needing 64 bit encryption?

Forum|Forum|6 years ago
December 7, 2019
17 replies
98 views

Since upgrading to Windows 10, I can no longer send a password protected pdf copy of tax return. Error says Outlook is not my default email program. It is and is set up properly as verified by Tech today for over an hour). I can also email from home base through outlook so it does recognize it. I Got a long song and dance from tech support about it missing a windows object. I use Outlook 2016 from Office Suite 2016. It worked perfect before Windows 10 update. Now, if you use Outlook 2016 with Windows 10 you are required to X the box "Use 64 bit email client (Outlook 2016 only)" in tools, options. I believe this is the problem. I am asking ProSeries to help figure this out not just pass it off with a data structure blurb that makes no sense. Please Intuit - care about us tax pros who use ProSeries Pro not just the Turbo Tax millions.

ProSeries Professional

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Accountant-Man

Level 13

I have never used a PS password protected PDF file because it goes through Outlook, and I don't use Outlook for email.

Instead, you can just print it to a password protected PDF and later find it and attach it to an email or use a portal.

** I am "Elevating with Intention!"

F

fallbrookianAuthor

Level 3

Hi – Thank you. Certainly I am well aware that I can simple attach a PDF to an email and send it without password protection. However, this password protected email of the return has been available on Pro Series for years. Many of my clients want their sensitive date password protected in an email. I want to use what is in the program available to all – it’s a valuable time savings tool rather than uploading to a portal and having them download it etc….and it’s included in the price of ProSeries. We should all be more careful with emailing sensitive data. BTW – it’s not necessary to use Outlook to use the ProSeries password protected tax return email option.

D

dbelling

Level 4

I do no see the button...send pdf at all now that I have windows 10....very frustrating..and i dont want the workaround either...anyone get a solution as yet

M

musiccitycpa

Level 2

I think the solution is to switch to another tax software program next year. Very frustrated that this very important and useful feature is not available, or if available, not working.

J

JeffCPA

Level 5

Yes, I am having trouble with the password protect email approach as well. I use Windows 10. I just got a new laptop with Windows 10. In prior years this worked fine when I was using an earlier version of windows.

Now when I use the email feature within proseries to email to clients, it goes through the process of sending the email, and at the end I get a message saying "error. email could not be sent."

In fact, the email to the client has been sent (clients have advised me of this) and I am getting my preparer's copy of the same email in my outlook in box.

However, the actual password protected pdf that is supposed to be generated and saved to the "emailed" folder is not being generated.

So, in other words things are kind of working. It is a hassle. I was on the phone with a proseries tech on this issue, after waiting an hour, and his fix was to preview the password protected pdf and then save it separately as a pdf, and then email it separately to the client. A hassle and time consuming and of course, means they don't care about fixing their software.

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