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Level 4
September 17, 2023
Discussion ongoing

Include e-file acknowledgement letter in Print Settings

Related products:ProConnect
  • September 17, 2023
  • 4 replies
  • 15 views

It would save some time and combat potential omission if we could include the e-File Confirmation letter in the Print Settings, perhaps under General. I always provide a copy to clients and keep a copy with their files.

4 replies

September 26, 2023

Thanks for the idea to add e-file confirmation letter in the print settings under General. We are changing the status to "Open for voting" since it is no longer considered "New".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Level 3
April 8, 2024

Yes, that would be very helpful to include in print settings. Or even better if it could be sent in 1 click from the e-file dashboard itself. 

Level 3
September 26, 2025

I also need a way to print all e-file confirmation letters en masse or in a batch please. It is very cumbersome to go back into each client to print these after they are accepted. 

Level 2
February 18, 2026

The e-flie acceptance acknowledgement should be in the form of letter that can be sent to the client. It looks more professional. Lacerte already has it and the clients loved it since it kept them informed. Part of business is customer service and this follow through to the acceptance is part of the service.