ProConnect Tax Idea Exchange

I would like ProConnect to automatically email clients the e-file confirmation when it is accepted. I've had to send about 5 a day and this would save me time. I've had it with other tax programs so I'm surprised it isn't universal. It could be set to go to the e-signature clients during that process.

Status:

Vote now if this is a good idea

Comments

Level 15

"I've had to send about 5 a day"

Really? You had to?

How many clients actually want this/care about this?

Many years ago when efiling was new we would snail mail efile acceptance letters. Then we stopped. Only one client asked for one.

Level 8

- edited

I think clients do care especially for new clients, but regardless sending a e-mail notification would not hurt.

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