question for you Karbon and Sureprep users: sometimes clients will send me an email with information for their tax return. Currently i drag and drop that email into the Sureprep binder.
With Karbon, i seem to have lost that ability to easily add the email to a Sureprep binder.
I’m wondering if anyone has a way to handle things like this.
Will be interesting to see if any others have work arounds for you.
We started using SurePrep after moving to Karbon. I think my staff are trained to use screenshots in workpapers now, but I will ask how they handle this situation. 😀
You can also use fireshot to save the email or a section of email on the browser to PSF and then drag. Two steps but it works for us.