SLOCalCPA
Level 2
10-18-2021
12:53 PM
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Hi Machatz -
I spoke with Lacerte this morning about how to use eSignature to send a password-protected Client Copy of a tax return. They tried doing it themselves attaching it as a "reference document" and said that it apparently can not be done.
If you happen to know otherwise, then both they and I would be delighted to know how you do it!
Thanks!