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Send a copy of the tax return to the client for review

pc321
Level 3

The client wants to review their tax return before I send them the efile authorization form.  Does ProSeries have a feature that allows me to send the tax return securely to the client without a request for an eSignature for Form 8879?

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1 Comment 1
Camp1040
Level 10

That does seem like the proper order of events...review and then sign.

I'm not sure if professional has that feature, I use basic and I send password protected file using Bullzip virtual printer.