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Client Organizer

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Level 2
last updated ‎January 08, 2020 9:15 AM

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!

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4 Replies 4
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Level 1
last updated ‎January 08, 2020 9:15 AM

I would love to know the answer to this as well.  

Also, do be able to batch email them.

 

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Level 1
last updated ‎January 08, 2020 9:15 AM

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.

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Level 2
last updated ‎January 08, 2020 9:15 AM

Thanks,  dvhmccarthy.  I will look into SmartVault as an option.

 

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Level 1
last updated ‎January 08, 2020 9:15 AM

This option would be most helpful and time and expense saving

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