Does any one know of a way to e-mail a Moneysoft P35 to clients for electronic approval?
I know Moneysoft allows a PDF documents to be created and attached to a e-mail. This allows the clients to print, sign, date and return the document to acknowledge the approval.
Ideally I want to easily e-mail a p35 to a client in the body of the e-mail for them to type I AGREE in reply to acknowledge the the P35 for e-filing.
Easily obtaining electronic filing authorisations via e-mail from clients, seems to be the one thing this fantastic piece of software is lacking.