Lacerte Tax Idea Exchange
Submitted by DonDog on 03-24-2023 01:25 PMWhen printing a tax return to .pdf there is a check box to add encryption and a password. This is a wonderful feature.
When printing an Organizer the check box for the password in the print options area is missing. Please add the checkbox so that I can print a .pdf file with encryption and a password. The option is available if you want an e-mail .pdf, but that requires the installation of an e-mail program. I just want to print the Organizer .pdf file and save that to a directory. I want that file encrypted so that without the password no one can open it. The Organizer has a lot of client data in it and only authorized personnel should be able to open it. We also want to be able to verify the file does not open without a password when we look at it in the file directory of our computer system. We have our own e-mail system and we want to be able to attach password encrypted files to the e-mails we create inside our own e-mail system. That e-mail system does not work with Lacerte. Please add this feature to printing the Organizer files just like it does when printing Tax Returns.