Is there a way I can email organizers while still password protecting them? We do not want to use Intuit Link and do not like the E-Organizers.

Forum|Forum|6 years ago
December 7, 2019
4 replies
53 views

We have tried the E-Organizers in the past and do not like them. We are trying to provide PDF copies of the tax organizers instead of having to mail them out. We also want to have them password protected like the tax returns are. Is there a way to do this as a group instead of one by one?

Lacerte Tax

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Best answer by abctax55

Print them to PDF, using the "Email(PDF)" selection. The password will automatically be the last four of the SSN (primary tax payer) plus the ZIP.

You may be able to email it directly (depending on what you use) or you may have to save that PDF somewhere. Then draft an email using your regular email process, and attach the PDF you saved somewhere.

abctax55Answer

Level 15

Print them to PDF, using the "Email(PDF)" selection. The password will automatically be the last four of the SSN (primary tax payer) plus the ZIP.

You may be able to email it directly (depending on what you use) or you may have to save that PDF somewhere. Then draft an email using your regular email process, and attach the PDF you saved somewhere.

HumanKind... Be Both

K

kthomasAuthor

Level 3

Maybe I didn't explain? When I tried this, I cannot email a pdf to more than one client at a time. I want to be able to highlight and mail all of my clients with the last name A at once, with a password on each organizer. So far, I am only able to print the organizer to DMS and create a password protected email from there. So I have to do this one client at a time which is extremely time consuming.

George4Tacks

Level 15

No.

Answers are easy. Questions are hard!

IRonMaN

Level 15

That's odd, but I did cast a no vote for you, just like you asked. I assume you did that so Anna wouldn't feel bad?

Slava Ukraini!

M

mark2

Level 2

We use "ShareFile" by Citrix. It seems to work well.

L

littleLA

Level 2

Hi;

Can you please tell me more about how you do that? We really want to use ShareFile - I use it all the time with my bookkeeping clients - but I don't know how to go about sending the Organizers out using ShareFile.

Thank you! Susan

S

SickofTheCompanyThatOwnsThisSi

Level 2

Did you ever find a solution to this? Thanks!