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March 25, 2025
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Client Letter PDF

Related products:ProSeries
  • March 25, 2025
  • 0 replies
  • 3 views

Would like a feature that allows to do a PDF of the client letter so it can be emailed to a tax client.  I always email my clients a PDF containing their tax returns for review before I USPS Mail them returns for filing or e-file.  So the only way to do this for the client letter is to print, scan, and attach to the email. 
Jim Betz