cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Highlighted
Intuit

Set or configure a PDF password for documents emailed to clients

ProFile lets you configure a password for the PDF documents that ProFile emails to clients.

You can either:

  • use a specific password that you create, or
  • let ProFile automatically generate a password based on the Client's information (such as their name and SIN number).

To set up a password for emailed PDFs

1. Select the Environment… option from the Options drop-down menu in the top toolbar.

2. Select the PDF tab:

pcg_L3VGAm0UD_A.png

3. Under the section PDF Security, go to the Set User Password (Read and Print Only) section and set up a password that your clients will use to read the PDF. With this password, clients can read and print the PDF, but can't make changes to it.

Choose from the four following password types:

None: No password.

ClientName + SIN/BN/TAN (Smith333): The first five characters of the client's last name or business's legal name, followed by the last three digits of their SIN number (for individuals), Business Number (for T2 returns), or Trust Account Number (for T3 returns).

ClientName + DOB/Fiscal EndDate (SmithYYMM): The first five characters of the client's last name or business's legal name, followed by their date of birth (for individuals) or fiscal year end (for businesses and corporations) in YYMM format.

User Specified: A custom, static password that you create.

Note: when ProFile creates passwords based on a name, any spaces within the names are ignored. If the name has less than five characters, then every character is used.

4. In the Set Owner Password section, enter a password that allows changes to be made to the PDF file with tools like Adobe Acrobat.

Tip: if you specify an Owner Password but set the User Password to “None” anyone can read the PDF file with Acrobat Reader. Recipients are prevented only from making changes to the file.

5. Select the OK button when you are done. The settings save.

The following methods are general rules for all modules.

Methods that support PDF password protection supported (recommended user flow):

  • Select File -> Print / Email PDF… -> Build PDF
  • Select File -> Print / Email PDF… -> Email PDF

Methods that do not support PDF password protection:

  • Select File -> Print… (when using a PDF printer as your default printer)
  • Select File -> Print… (when using archiving feature)
  • Select the Print 1 icon (when selecting a PEF printer such as CutePDF or Profilepdfexport)
  • Select batch printing PDF via Client Explorer or Classic Database

Note: accents within client/business names is not supported. If it is in use, the PDF cannot be opened with or without accents.

If you would like to see additional PDF password support in your workflow, please send feedback via the in-product Help menu.

Was this helpful?

You must sign in to vote, reply, or post