cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Rao_ashraf
Level 3

how to copy and paste Profile Client letter in Emails or in Excel or other software?

how to copy and paste Profile Client letter in Emails or in Excel or other software?

Solved
Best answer February 24, 2023

Best Answers
tax8080
Level 2

how to copy and paste Profile Client letter in Emails or in Excel or other software?

Any update on this issue??!! I need to copy that text from every single tax return that I prepare!

View solution in original post

15 Comments 15
TaxPros_Amanda
Level 3

how to copy and paste Profile Client letter in Emails or in Excel or other software?

Unfortunately Profile has a bug from an update in October that currently prevents this from being an option.  They are aware of the issue and claim they are working on fixing it, however it has been 5 months now and I imagine it's not a high priority.  Hopefully they get this fixed before Tax season gets going too busy!

tax8080
Level 2

how to copy and paste Profile Client letter in Emails or in Excel or other software?

Any update on this issue??!! I need to copy that text from every single tax return that I prepare!

TaxPros_Amanda
Level 3

how to copy and paste Profile Client letter in Emails or in Excel or other software?

No update & they told me the same thing. I have made a word document now that I just use for my client emails and swap out the number details for each client as my work around... regardless it is adding a lot of extra time to my file preparation right now and I cannot imagine having to deal with this as the volume increases in the coming weeks.  PROFILE PLEASE FIX THIS!!!

ProFile Duncan
ProFile Team

how to copy and paste Profile Client letter in Emails or in Excel or other software?

Hi,

This issue is not resolved in ProFile version released today, 2022.3.5. I will pass on to product development the feedback here

I apologize for the inconvenience

Rao_ashraf
Level 3

how to copy and paste Profile Client letter in Emails or in Excel or other software?

I m tired of it, it is still not working. Dont understand why qbo can't fix it. 

TaxPros_Amanda
Level 3

how to copy and paste Profile Client letter in Emails or in Excel or other software?

Dear Profile, this has not been resolved, please unmark this post as solved and please please please resolve ASAP, it is making our tax season a nightmare! Thanks!

Rao_ashraf
Level 3

how to copy and paste Profile Client letter in Emails or in Excel or other software?

Don't know hiw to change Solved to Unsolved
tax8080
Level 2

how to copy and paste Profile Client letter in Emails or in Excel or other software?

THIS HAS NOT BEEN SOLVED. It is a simple thing that has never been an issue in the past and now all of a sudden we can't copy the text out of Profile? I don't understand why there is no more people complaining about it!? Is it just a few of us that copy the tax results to include in an email to discuss with our clients??! This need to be resolved ASAP.

lucymilner
Level 1

how to copy and paste Profile Client letter in Emails or in Excel or other software?

I believe there is a second thread of equally as enraged tax preparers. This is ridiculous!

 

DMBN
Level 1

how to copy and paste Profile Client letter in Emails or in Excel or other software?

This is crazy!  So many issues this year that cause tax preparers added time!  When will this be fixed?

ProFile Duncan
ProFile Team

how to copy and paste Profile Client letter in Emails or in Excel or other software?

Hi,

Solved means best of answers posted. It does not mean that ProFile has resolved the issue. The ProFile engineers are working on the issue. I apologize for this but, I have been passing the feedback in Community back to the team

Rao_ashraf
Level 3

how to copy and paste Profile Client letter in Emails or in Excel or other software?

Hi Profile,

 

I am disturbed by this copy paste issue, and i hope it will be solved after end of season.

As a loyal Profile user I will quit and will start using any other efile software if not solved. Profile developer and management don't know what we tax filers are facing problems with customers and clients. 

Rao ASHRAF

Rao_ashraf
Level 3

how to copy and paste Profile Client letter in Emails or in Excel or other software?

if this does not solved by developer how can we handle clients?

is it not good idea to leave Profile and find any other solutions next year.

 

RAO 

Mario B
ProFile Team

how to copy and paste Profile Client letter in Emails or in Excel or other software?

Open the client letter, make the selection, right click ,and copy, then paste in email. ? is this the issue?

Mario B
ProFile Team

how to copy and paste Profile Client letter in Emails or in Excel or other software?

I think it has been fixed in 4.0