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Notify clients automatically when their returns get accepted by IRS

glenwoodcpa
Level 1

My old software had a setting to send the clients an email when their return got accepted by the IRS.  They liked that and were used to it, now there is no such feature.  Why not? 

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4 Comments 4
Just-Lisa-Now-
Level 15
Level 15

Which software did you used to use?

You dont mention which software youre using now, but ProSeries doesnt have that option.

I send my clients the Form 9325 that shows when the return iwas accepted.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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glenwoodcpa
Level 1

We used CCH Prosystem and Axcess both over the years, and they both behaved the same.  I switched to Lacerte this year.

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Just-Lisa-Now-
Level 15
Level 15

As far as I know the only Intuit product that does that is TurboTax.

@George4Tacks   Lacerte doesnt have that feature does it?


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
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George4Tacks
Level 15
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