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Level 1
February 18, 2026
New

Send K-1 package-NEW

Related products:Lacerte
  • February 18, 2026
  • 0 replies
  • 3 views

The new feature that sends k-1's to partners from the program, if an email is input, requires the recipient to set up an intuit account, which many partners would not appreciate having to do.  Isn't there a way to send an encrypted link without the necessity of setting up an intuit account?  Also, it would be helpful to be able to watermark the outgoing k-1's as a draft, and currently there is no way to do that.