Skylane
Level 11
Level 11

GF -

just want to confirm you’ve tried ‘act as TP’ to clean up the messes. 

IL is functional. … really depends on what kind of mess the client uploads and i can’t blame Intuit ….  I’d rather sort through 2 shopping bags of paper to find the 5 forms i need than a pile of pdfs… technology won’t  overcome that… as long as they pay the bills…..

mostly would like to cc myself with the client notifications. 



If at first you don’t succeed…..find a workaround