Jeanne Posted March 17, 2008 Report Posted March 17, 2008 Help, Is there anyway I can email a tax client organizer to a new client. Thanks. Quote
JRS Posted March 17, 2008 Report Posted March 17, 2008 Convert the organizer to a PDF file then attach it you your client's email. Quote
Jack from Ohio Posted March 17, 2008 Report Posted March 17, 2008 Use pdfactory instead of the PDF in the ATX program. The file will be one third the size. Very important if any of your clients use dial-up. Quote
JRS Posted March 17, 2008 Report Posted March 17, 2008 Sorry, I forgot the ATX version is miserable. I used it once and I thought I was back on dialup. I use PDF995, which works almost identical to pdffactory. Quote
Jeanne Posted March 18, 2008 Author Report Posted March 18, 2008 Thanks a ton for the information. I was having a blonde moment. Jeanne Quote
lydia33 Posted March 18, 2008 Report Posted March 18, 2008 :read: I take offense to that. It is great to have blonde moments 24-7. Oh yea and what were we originally talking about. My husband had a great foreman one time that told him to walk fast, have a piece of paper in your hand, and look worried and NO ONE WILL BOTHER YOU. I love that little smiley. Quote
MAMalody Posted March 18, 2008 Report Posted March 18, 2008 I use .pdfFactory to make an initial file and then convert it to a Word doc that can be filled in on their computer. In this way I not only password protect it but they can e-mail it back as an attachment. Less paper for them and for me. Mike Quote
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