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email tax organizers
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DALCPAPC
Level 1
12-06-2021
11:22 AM
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Can we email tax oragnaizers directly from system.
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3 Comments 3
jeffmcpa2010
Level 11
12-06-2021
04:01 PM
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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.
trexlerwatson
Level 2
11-13-2023
01:27 PM
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You can do this with all tax returns. We need to be able to do this securely directly from the program.
trexlerwatson
Level 2
11-14-2023
08:26 AM
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Why should we have to print to PDF, then email with password. Update ProSeries to be able to send directly via ProSeries as you can with tax returns.
