Have not tried that, however when I open a client file and click on import it does have an option Tax Import>Import client data from scanned pdf, and the link is live - it goes on to the next step. (I quit there as I had nothing to import).

From the homebase - if I have a client selected it appears that it will work the same way.

Not sure why your's is not working.

Do you have any clients listed yet in the homebase to import information for?