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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Email password protected PDF
Email password protected PDF
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sffdib
Level 5
03-13-2021
08:12 PM
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Most of my business clients are complaining when I email them a password protected PDF because it contains EIN number and they don't remember it like a social security number. Is there a way to change the password format from full SSN or EIN, city and zip, no spaces all lower case to a windows opens before it sent and we can enter something specific to the client?
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