Does ProSeries Professional offer a secure way to send emails and files?

[Jtax LLC]

I was wondering if ProSeries offers a secure email file upload site for clients to send us files securely and vice versa?

[IRonMaN]

ProSeries Add-Ons: Tax Tools for Professional Tax Preparers | Intuit Accountants

[Just-Lisa-Now-]

Ive been using Encyro, its Free for just sending files back and forth, they do offer E-Signature for pretty cheap too.

I find it a bit clunky, but the majority of my clients are in person appointments, so for the 10-20 that use it, it works good enough for me!

[Jim-from-Ohio]

ProSeries does indeed offer a way to send encyrpted returns: File>Priint>Emal password protected PDF

[PATAX]

I use the most secure method: The clients drop it off at my office.

[Just-Lisa-Now-]

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@PATAX wrote:

I use the most secure method: The clients drop it off at my office.

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thats my preferred method as well.

[Jonesin1]

How to create a password-protected PDF in ProSeries Professional

https://accountants.intuit.com/support/en-us/help-article/print-file/create-password-protected-pdf-p...