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- How do I send a data file to another CPA? Please
How do I send a data file to another CPA? Please
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Talksalot
Level 1
08-27-2022
04:29 PM
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George4Tacks
Level 15
08-27-2022
06:00 PM
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First be sure you have written authorization from the client to share this file.
Then highlight the file and click Client > Send via e-mail... > Decide whether to password protect or not (I would give it a password and share that with the client to give to the recipient) > Once the password is set or you select Ignore your e-mail should open with the file attached and you can add a message and send.,
Here's wishing you many Happy Returns
