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gregoryjl
Level 2
August 17, 2020
Question

New to Pro Connect. I assume there are no slip sheets for a client folder, or client mailing. What type client folders are used, or is there a way to print slip sheets?

  • August 17, 2020
  • 1 reply
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1 reply

George4Tacks
George4Tacks
Level 15
August 18, 2020

You are correct - no slip sheets. You could print a plain paper cover sheet to go with paper returns, or a similar pdf sheet that could be inserted into the pdf file. 

You need to spend the money for Lacerte to get what you are looking for. 

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