I can't send clients password-protected pdf's of their files from Proseries because I use my Google/Gmail account for email... without Outlook or any other email software. What is the best way to send files to clients with password-protected pdf's from Proseries?
I would not recommend sending them via email, even with a password. I would recommend you use a secure upload service. I know some people here use Intuit Link but I found it clumsy and not user friendly. I use another service but I don't know if Intuit wants me to put the name here.
I have an account with "encyro" Just started using this year, and love it. Very affordable, easy to use for me and clients. Able to send doc's back and forth safely, and secure. Check it out, just google "encyro"