Emailing tax organizers to clients?
Does the Proseries software offer the ability to email tax organizers directly to the client using the client email address within the tax program via a secure portal? I would like to be able to email the organizers this year but do not want to produce the PDF files, then manually have to email them. I have found websites that will allow the client and myself to work through their secure site but all have their own organizers that I would have to edit and change, could not use Proseries organizer. Point is to save time, paper, envelope and postage costs.