TGCO
Level 1

Some of our clients are experiencing issues uploading tax documents to Link. The upload spools even if it is a single small size file.  Often we request that the client try from another WiFi location thinking it is a server issue but they will try multiple servers and have the same problem.  We want to build confidence in using the portal but if the client has to spend excessive time uploading, they turn to calling us for help.  This causes loss of billable time as we troubleshoot with them.  Any suggestions on why this is occurring and what they can try?  Some have logged out and logged back in and find the document did load but other times, there still is no successful document upload.

 

0 Cheers