Proconnect - Covering letter option before the draft is sent from Print forms

[Rose S]

It would be nice to have a covering letter/email option when sharing the tax return draft to the client from the print options. It helps to sum up the return and give a little presentation/explanation and a note that the return is sent for review and tell them they need to respond by a certain date.

Currently the way it is set up it just goes off without any notification or confirmation, just a small pop up that the draft is sent.

[Intuit_Ruben]

Thanks for the idea to add a cover letter to add information about the return for the client to read and have a clear return date. We are changing the status to "Open for voting".

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