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Add hyperlink directly to Client Documents from Input Return

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Add hyperlink directly to Client Documents from Input Return

rwspiegel

I want to be able to open a new browser tab for a client's documents, directly from that client's Input Return pages. Always, when I'm working on a client, I'm looking at the documents they have submitted through Intuit Link. Currently, when I start ProConnect and want to work on a client's return, I open it from the "Clients" or "Tax returns" dashboard list. Once in the return, I need to see what documents the client has submitted. Can you add a hyperlink, say to the existing "Return actions" drop down box (in the upper right of the Input Return window), so I can in one step open a new browser tab for that client's documents?

Otherwise, I have to duplicate the current browser tab or otherwise create a new tab in ProConnect, and then go search the client again, and finally open the documents window. That is several steps that could be accomplished with a single click. I do it lots of times every day, so it adds up. And, every time I switch to a different client, I have make all these clicks and searches again.

Thanks

Rolfe Spiegel

Status: New
0 Votes
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