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.


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 Sorry, this is what I found:

How can you Email a Client Organizer file?

Solution Description
You can not Email a Client Organizer file from within ProSeries.  However, you can create a PDF of the Organizer and then attach the PDF to your Email. 
To print a client's organizer to PDF follow these steps:
  1. Open the Organizer for the client that is to be printed. 
  2. From the File menu select Print - this will open the Print Center
  3. From the Print Center check the box File(PDF).  Note: If you only want to a PDF and not send the organizer to your printer, uncheck the printer box.
  4. Select Print Short Organizer Client CopyPrint Full Organizer Client Copy, and/or Preparer Copy of the Organizer
  5. Click Print.
  6. ProSeries will save the file to the selected PDF directory.  The default location of the PDF directory is C:\ProPDF\TY20XX where XX is the year.

Click the Printer, File and DMS Setup... button to see where PDF the folder is located.  The folder location is under the PDF Files section.

  1. Browse the PDF folder and attach the PDF to your email.
Note:  The Client Organizer is not available in ProSeries Basic Edition and does not create PDF files.
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tilt53 , This feels good!
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