PDF Passwords

To protect the privacy of your clients' data, we recommend you set a password for PDF Organizers and PDF Tax Returns. You set the password convention for all clients by selecting
Setup
, then
Client Communications
, then the
Password
button.
If you want to change the password for just one client, you can type it in the
PDF Password
column.
The
PDF Password
column displays the password for each client. The formatting of the password is as follows:
  • Generic text indicating what the password will be once the PDF is generated.
  • The client password generated by the application based on your selections in the Password button. The text is blue.
  • The client password manually typed in for the client. The text is red and in italics.
You can't change the password once the PDF is generated. If you want to change the password, update it in
Client Communications
, then regenerate the PDF.

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