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email tax organizers

DALCPAPC
Level 1

Can we email tax oragnaizers directly from system.

 

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jeffmcpa2010
Level 11

I don't see an email option, but you can print to a pdf file and then use your email program of choice to send the pdf as an attachment.

I haven't messed around with it, as I use regular mail for delivering the organizers to my clients.


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