Maybe it is there already; however I cannot find it.
It would be nice to be able to e-courier directly from Taxcycle. If I want to send a client a summary it would be helpful to right click select e-courier and have the program produce the pdf and open the dialog bypassing doxcycle completely.
Adding on to the above regarding more than one PDF at a time, my annual request is to be able to include documents from the spouse and other family members in a print set that can go to e-courier, or have a way to include a print set from the other family members into an e-courier message started from the Principal taxpayer. That way, if we are sending documents for signing for example, we can include everyone’s documents in one email.
you can always have just a pdf printset that you change to e-courier as needed… As for me, I have used custom fields to automate the process when e-courier is used, which, with my clients, is the majority option.
Yes, I can do that work around, but I still want the same ability to e-courier from Taxcycle that I can do in Doxcycle. One step instead of multiple steps.