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Level 2
December 7, 2019
Solved

How do you set up proseries to enable me to email a return that is password protected to a client? Is there additional software to buy?

  • December 7, 2019
  • 1 reply
  • 6 views
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Best answer by garman22

https://accountants-community.intuit.com/articles/1606622-create-and-email-password-protected-pdf-fi...

I assume this is what you are looking for? PS does make a LOOOOOONG password (not sure if it can be shortened)? You can use Adobe or Foxit to make pw protected emails.

1 reply

garman22Intuit Community ChampionAnswer
Intuit Community Champion
December 7, 2019

https://accountants-community.intuit.com/articles/1606622-create-and-email-password-protected-pdf-fi...

I assume this is what you are looking for? PS does make a LOOOOOONG password (not sure if it can be shortened)? You can use Adobe or Foxit to make pw protected emails.

lilia12
Level 3
July 10, 2020

Hi, I am following the instruction to email a return and I dont have that option for 2019 tax year. Is that changed?

Thank you

Liliana

https://proconnect.intuit.com/community/manage-passwords/help/email-your-client-s-tax-return-as-a-password-protected-pdf-using/00/4954