How to I email a confirmation letter to a client

print it to a PDF.

Attach the PDF to an email.

This seems so simple that I think I am missing something.

@roz2 

We send acceptance letters from the Efile menu.  Efile, Print  Efile Acceptance letter, choose type of acceptance letter (usually tax return, but sometimes 114, extension, etc.), click print/email button at the bottom.  Then choose if you want to email.  Lacerte will send it to your emailer as a pdf and an email message saying what the password is and you click send in your email program.  We print and email. The print goes into the paper client folder and email. We do check the print to make sure all expected returns are filed and show a confirmation number.  (How this was setup with our emailer, that I do not know.)  

If you use a cloud based portal, they may have an option to notify the client via email when you save the tax return to that portal.

I use SmartVault and save all clients tax returns to their tax folder once they have been accepted. There is an option to "Send Income Tax Letter" email that advises them that the taxes have been filed and accepted.

I am able to modify the template letter to say what I want.

From there, they can log into their SmartVault folder and view the tax return.