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Level 1
January 17, 2025
New

Ability to send tax organizers to more than one email address

Related products:ProConnect
  • January 17, 2025
  • 0 replies
  • 6 views

When using Intuit Link to send out the tax organizers, you can only send to one email address. The client information (not inside the tax return, but the software itself) doesn't even allow you to enter spouse information or a secondary email address. I can't count the number of times a client emails me asking me to also send the organizer to their spouse.