Send client tax return straight from ATX

[Tracy Lee]

I have ATX Max and I am trying to figure out a way to send a client their tax return straight from the tax program without having to create the client portal or create a separate PDF and send that way.  Is there an easy way to do this?

I have another friend who works out of Drake Tax Software and that program will do it with very little effort.

[Abby Normal]

I'm sure that someone who uses Drake will confirm that Drake is just sending a PDF via some secure method.

Personally, I don't know why every tax pro doesn't print a PDF of every return and every other document they produce, for safekeeping, quick access and backup.

I use a secure email service (sendinc.com) to exchange documents with clients. I can set the email to self destruct after as little as 1 day up to 365 days or never. I usually do 30 days. It's a very inexpensive service and most clients can use it easily. All they need to do is create an account with their email and a password of their choosing.