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Level 3
November 21, 2024
New

Need the ability to email a password protected copy of tax return in Proseries Basic

Related products:ProSeries
  • November 21, 2024
  • 5 replies
  • 6 views

Proseries Professional offers this but not basic. 

5 replies

Jim-from-Ohio
Intuit Community Champion
November 21, 2024

you can print to pdf, ecyrpt it, and email it but safer uploading it to a secure site.  I use verifyle but there are others.

TaxPrep99Author
Level 3
November 22, 2024

Thank you Jim but we really need the ability integrated into Basic as it is in Proseries.

Jim-from-Ohio
Intuit Community Champion
November 22, 2024

I didn't know basic did not have that.

Level 3
November 22, 2024

@Jim-from-OhioWhich version of Verifyle do you use? 

Thanks,

Dusty

Jim-from-Ohio
Intuit Community Champion
November 22, 2024

I use Verifyle Pro.  It is free with a membership to Tax Pro Fellowship:

https://taxprofellowship.com/