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Is there a way I can email organizers while still password protecting them? We do not want to use Intuit Link and do not like the E-Organizers.

kthomas
Level 1

We have tried the E-Organizers in the past and do not like them.  We are trying to provide PDF copies of the tax organizers instead of having to mail them out.  We also want to have them password protected like the tax returns are.  Is there a way to do this as a group instead of one by one?

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abctax55
Level 15

Print them to PDF, using the "Email(PDF)" selection.  The password will automatically be the last four of the SSN (primary tax payer) plus the ZIP.

You may be able to email it directly (depending on what you use) or you may have to save that PDF somewhere.  Then draft an email using your regular email process, and attach the PDF you saved somewhere. 

(I wanna be a member of the pot stirring club too)

View solution in original post

23 Replies 23
abctax55
Level 15

Print them to PDF, using the "Email(PDF)" selection.  The password will automatically be the last four of the SSN (primary tax payer) plus the ZIP.

You may be able to email it directly (depending on what you use) or you may have to save that PDF somewhere.  Then draft an email using your regular email process, and attach the PDF you saved somewhere. 

(I wanna be a member of the pot stirring club too)

View solution in original post

kthomas
Level 1
Maybe I didn't explain?  When I tried this, I cannot email a pdf to more than one client at a time. I want to be able to highlight and mail all of my clients with the last name A at once, with a password on each organizer.  So far, I am only able to print the organizer to DMS and create a password protected email from there.  So I have to do this one client at a time which is extremely time consuming.
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abctax55
Level 15
And I get a no vote because YOU didn't explain what you wanted/needed?
(I wanna be a member of the pot stirring club too)

He actually explained exactly what he wanted, but your answer didn't answer it. You guys are more worried about your reputation then actually helping people.

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IRonMaN
Level 15

"You guys are more worried about your reputation then actually helping people"

And you have helped how many people here?  I'll give you some time do do all of the math you need to add up all of your helpful answers and then I'll check back for the total tomorrow.  Assuming that is enough time for you to do the calculations.


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abctax55
Level 15

@SickofTheCompanyThatOwnsThisSite wrote:

He actually explained exactly what he wanted, but your answer didn't answer it. You guys are more worried about your reputation then actually helping people.


Really ???  Shall we compare number of posts, and the number solved, and the number of helpful ones.

Methinks you'll lose.

We can revisit this after you've been around, and actually helped out a few times, 'kay?

(I wanna be a member of the pot stirring club too)
IRonMaN
Level 15

"Shall we compare number of posts, and the number solved, and the number of helpful ones."

I believe SickofTheCompanyThatOwnsThisSite is still tabulating those numbers.  Based on the selected name I believe Sicko (ok if we use the abbreviated name? - I hate to type more characters than I have to) might be more of a complainer than a helper, but I am willing to change my mind after I see those totals.  By the way, the clock struck midnight and the really nice me punched out for the rest of tax season.

 


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abctax55
Level 15

"...the really nice me punched out for the rest of tax season."

**  P.S.A. **

I punched out last week.  

(I wanna be a member of the pot stirring club too)
IRonMaN
Level 15
You shouldn't have skipped last week's mind reading class. :wink::wink:

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abctax55
Level 15
Sigh...I'll try to do better.
(I wanna be a member of the pot stirring club too)
kthomas
Level 1
I'm sorry, I didn't realize that the "NO" went against you.  All I was saying is no it wasn't helpful because what you offered did not work for what I was asking.
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abctax55
Level 15
I'll live 🙂 ....perhaps you don't understand that the vast majority of us are volunteers.  We do NOT work for Intuit.  And while my solution didn't work for YOU, it did directly answer the question that you asked.  The no votes, and the fact Intuit treats this forum as a social media platform instead of a forum for professionals irks some of us.  'Specially ME :smiley::smiley:
(I wanna be a member of the pot stirring club too)
kthomas
Level 1
I understand you are volunteers.  And from what I can see on your profile, you will do just fine with my 1 NO because, no, you did not assist me with the answer I was looking for.  But thank you for answering my question for others who might have the same problem.  Happy pre tax season.
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IRonMaN
Level 15
But it is awfully difficult for anyone to assist folks with issues when they don't completely explain what their issue is.  It's like calling your doctor and saying your back hurts and he tells you to put on a heating pad and take a couple of Tylenol.  Of course he might have given a different answer if you had mentioned to him that you had a steak knife sticking out of your back.

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kthomas
Level 1
I'll keep that in mind for the next time I have a question;)
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George4Tacks
Level 15

No.


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IRonMaN
Level 15
That's odd, but I did cast a no vote for you, just like you asked.  I assume you did that so Anna wouldn't feel bad?

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abctax55
Level 15
George, that is NOT helpful because you can.  You just can't the way the OP wants to do it :smiley::smiley:
(I wanna be a member of the pot stirring club too)
George4Tacks
Level 15
"Is there a way I can do this as a group instead of one by one" which I originally read as a mass one time email to all. My turbin is on differently than yours. I would love a NO on my NO. I would think that a yes.

ex-AllStar
mark2
Level 1

We use "ShareFile" by Citrix.  It seems to work well. 

littleLA
Level 1

Hi;

Can you please tell me more about how you do that? We really want to use ShareFile - I use it all the time with my bookkeeping clients - but I don't know how to go about sending the Organizers out using ShareFile.

Thank you! Susan

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Did you ever find a solution to this? Thanks!

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littleLA
Level 1

No I never did find anything out. Still don't have a solution.

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