I see the option to send the Client Checklist via email straight from the ProSeries 2019 program. Are we able to do that with the Organizers as well? Would be great to not have to save each organizer, password protect then email. Thanks for any info!
We use SmartVault along with Proseries and you upload all organizers and then send email inviting them to the portal. Doesn't answer your question but offers another idea.