last year in pro series basic I was able to email my client’s tax return as a password-protected PDF
I can not find how to do it this year in ProSeries Basic
can anyone help please?
thank you in advance
In talking with customer support, the programmers did not set up the 2019 software to include a Send email feature. Obviously, we need more people to complain about not being able to do so - so that Intuit will take note and fix it! This was a very nice feature that was very quick and easy to use and one of the reasons I've been using ProSeries.
I called Intuit and they are well aware of the situation. It is ridiculous for a program that is so expensive to omit this feature. All they could recommend was to add this to the suggestions on improvements. I did under ease of use. Please go there and add your comments. They said if enough people voted on that..they would bring it back....They would not answer why they did not include it this year. Obviously, it would take a programmer very little time to include this. Not having this options adds so much more time to the return. More importantly, it was never disclosed that they would not have this....There are a lot of other tax software companies significantly less expense that have this option....It's just not right not to inform us before renewal.
If you follow through the links regarding pro series basic emailing feature... the final page that would describe the feature no longer exist...
I would hope this was an over site and not a petty way of having us upgrade to the full proseries Professional package.
Seriously, Intuit is not making enough money...
It appears that ProSeries decided instead of rectifying that they offered services for sending PDF last year, which many tax professionals shared with their clients, they would instead remove it from 2018 (post) and not add to 2019 and remove the complaint page from the people who have requested this process improvement. I've faithfully used ProSeries from ground up, but I'm going to have to look elsewhere if this is not addressed appropriately (just on the grounds of principal). They are usually one of the better small business provided, but this is really a sticky issue. I would like to know how the community is handling this going forward, my email does not encrypt and password protect, what vehicles do people use in light of this .. or what does ProSeries recommend as an alternative product?
Frustrated small practicioner
Using third party software is the common route. Personally I use Adobe for that purpose but there are free third party softwares out there that will encrypt or password protect pdf files.
and ex marks the spot where those rocks and anvils hit me.
Why should we have to pay for another software package; especially since this is expensive enough and not competitive with other tax software companies. It's ridiculous that this wasn't disclosed prior to renewal.
My issue is that they had the feature, they then removed it, and especially now with the COVID-19, this would have been the safest route or add on for a fee for us to use. I think that this was a serious oversight not to update on the companies side. I appreciate your recommendation, but my clients were used to last year's option and now I've had to retrain them and risk a third party security feature for them to also use. Honestly, it makes no sense.
If you go to utilities and tools it still says it is included.
I purchased (another $180 per year) adobe that lets you send an encrypted file. Really upsets me. No one takes features away AND raises the price!
I didn't want to have to buy Adobe...All I need is password protection...I was searching the Microsoft Store and purchased for 1.99 Secure pdf...Nothing fancy just encrypts and adds passwords to open and another for printing...Works perfect...All you do is add the pdf to their software..put in a password and it converts the file..Also, takes a second to remove the password. I tested by pass protecting one of my clients tax return file and emailed to me....Once I opened the email and downloaded...first page was to ask for password..put the password in and no problem...The app also has a free 24hr trial period..After I tested it, I purchased..Hope this helps anyone looking for a cheap alternative
This is so upsetting that they took this super important feature away. They are becoming a terrible company with 50 minute wait times to get any support. Then spent 30 minutes talking to an agent that was clueless until she read this forum that they only have this feature now in "Professional". I think I'll be looking elsewhere for software next year. Pricing keeps going up and took away a super feature. It's irresponsible for us CPA's to be sending files that are not secure. Shame on you INTUIT.
You would think that Intuit would want to go above and beyond for their clients - its totally ridiculous that they take away a security feature that was previously included forcing us to go out and purchase another program. I can't believe that it would cost them more than pocket change to fix this, but obviously they aren't going to. We still have freedom of choice, time to look at their competition, I've been a loyal client forever
I did take one member suggestion to use "Soda PDF". It's an extra step, but it's free and very easy to use. You basically just print the return as usual and then you open the file using Soda PDF desktop version. It's similar to using Acrobat, you just open the file with Soda pdf, and then click on security and click on password protect and enter a password. Then you just need to communicate the password to your client.
I'm still really disappointed in Intuit for not giving us this feature as they falsely communicated it was included.
I just googled Soda PDF free version and i was directed to download the desktop version. They didn't ask for a credit card or anything like that. I definitely didn't pay for it. And it works really good. I can see me using it outside pro-series for other sensitive documents.
I am attaching a link" hope this helps. Just go thru the steps and install the desktop version. Its very similar to Adobe pdf in which you just open a pdf file but it gives you more features like being able to password protect. If you have trouble you can give me your cell and I can walk you thru it.