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Level 2
July 1, 2025
New

Automatically Send E-file Confirmation to Clients

Related products:ProConnect
  • July 1, 2025
  • 5 replies
  • 8 views

I would like ProConnect to automatically email clients the e-file confirmation when it is accepted.  I've had to send about 5 a day and this would save me time.  I've had it with other tax programs so I'm surprised it isn't universal.  It could be set to go to the e-signature clients during that process.  

5 replies

sjrcpa
Level 15
July 2, 2025

"I've had to send about 5 a day"

Really? You had to?

How many clients actually want this/care about this?

Many years ago when efiling was new we would snail mail efile acceptance letters. Then we stopped. Only one client asked for one.

The more I know the more I don’t know.
puravidapto
Level 7
July 4, 2025

I think clients do care especially for new clients, but regardless sending a e-mail notification would not hurt.

-- Click https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idea-for-intuit-to-keep-track-of-open-issues/idi-p/301766 to vote FOR the idea if you need to report and keep track of Intuit software defects.

-- Click here to vote.
Level 3
September 26, 2025

Yes, sending e-file acceptance is important to our firm to communicate with our clients. We don't know which clients will ask about acceptance, so it would be helpful to automatically send these out so we don't have to manually send these or respond individually to clients. 

Level 2
March 3, 2026

Anyone find a solution to this issue?

Level 2
April 14, 2026

I have found that my clients like that I send them the confirmation. I feel it builds trust and adds to the communication. The last firm I worked at did not do it, but the clients who stayed with me when I started on my own really like that they are actually informed about their status.