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How do you set up proseries to enable me to email a return that is password protected to a client? Is there additional software to buy?

cpamann
Level 2
 
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garman22
Level 13
Level 13

https://accountants-community.intuit.com/articles/1606622-create-and-email-password-protected-pdf-fi...

I assume this is what you are looking for? PS does make a LOOOOOONG password (not sure if it can be shortened)? You can use Adobe or Foxit to make pw protected emails.

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2 Comments 2
garman22
Level 13
Level 13

https://accountants-community.intuit.com/articles/1606622-create-and-email-password-protected-pdf-fi...

I assume this is what you are looking for? PS does make a LOOOOOONG password (not sure if it can be shortened)? You can use Adobe or Foxit to make pw protected emails.

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lilia
Level 2

Hi, I am following the instruction to email a return and I dont have that option for 2019 tax year. Is that changed?

Thank you

Liliana

https://proconnect.intuit.com/community/manage-passwords/help/email-your-client-s-tax-return-as-a-pa...

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