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carlton-vtaxcs-c
Level 1
October 26, 2022
Question

How may I send a finished return to the client?

  • October 26, 2022
  • 1 reply
  • 5 views
I would like to send a copy of the completed return to the client. Is there a way to do this directly from ProConnect or would I need to download and place in the portal?
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1 reply

George4Tacks
George4Tacks
Level 15
October 26, 2022

Intuit Link is available - See the last section in https://proconnect.intuit.com/support/en-us/help-article/import-export-data-files/intuit-link-proconnect/L4nyaB1Pb_US_en_US?uid=l9pslpc4

You can also send the pdf via email if you can encrypt it. If not use a secure portal. 

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