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March 24, 2023
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Organizer .pdf file option to add a password and encryption to the file

Related products:Lacerte
  • March 24, 2023
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When printing a tax return to .pdf there is a check box to add encryption and a password.  This is a wonderful feature.

When printing an Organizer the check box for the password in the print options area is missing.  Please add the checkbox so that I can print a .pdf file with encryption and a password.  The option is available if you want an e-mail .pdf, but that requires the installation of an e-mail program.  I just want to print the Organizer .pdf file and save that to a directory.  I want that file encrypted so that without the password no one can open it.  The Organizer has a lot of client data in it and only authorized personnel should be able to open it.  We also want to be able to verify the file does not open without a password when we look at it in the file directory of our computer system.  We have our own e-mail system and we want to be able to attach password encrypted files to the e-mails we create inside our own e-mail system.  That e-mail system does not work with Lacerte.  Please add this feature to printing the Organizer files just like it does when printing Tax Returns.

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