Level 11
02-20-2023
09:06 PM
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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