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    email tax organizers

    DALCPAPC
    Level 1

    Can we email tax oragnaizers directly from system.

     

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    3 Comments 3
    jeffmcpa2010
    Level 11

    I don't see an email option, but you can print to a pdf file and then use your email program of choice to send the pdf as an attachment.

    I haven't messed around with it, as I use regular mail for delivering the organizers to my clients.

    trexlerwatson
    Level 2

    You can do this with all tax returns.  We need to be able to do this securely directly from the program.

    0 Cheers
    trexlerwatson
    Level 2

    Why should we have to print to PDF, then email with password.  Update ProSeries to be able to send directly via ProSeries as you can with tax returns.

    0 Cheers