Question
How to Send Draft Returns to Clients for Review?
Friends, I have been (mis?)using e-Sign as a tool to send draft returns to clients for review. But it seems like there should be a better way of doing it. What if the client will not be e-signing, for instance. Or I could log into Link and act as client to upload the draft return and then notify the client, but that, too, seems cumbersome. I could create a PDF and email it, but that doesn't thrill me. Is there any better way of doing it?
