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- Best way to send Tax Organizers
Best way to send Tax Organizers
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Bronco
Level 2
02-22-2022
02:48 PM
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New to Lacerte from UltraTax. I sent e-organizers to everyone but many can't open (Use Macs). Many don't like the envite method and I have been sending many out as pdf (going through print mode) Looks like you can only do one at a time sending as a pdf. I am used to sending all at once as pdf to all clients. This has really bogged me down. Help!
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