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I've been using IL 5+ years and have about 25% of clients willing/capable of using it. I can't/don't want to figure out/utilize the intended Intuit workflow... it's too convoluted for me... . I prefer to use my own filing system and work flow...(what I like best is I can easily copy all their files into my client folders at once, and most of my clients correctly label their files)....
I don't get real fancy w/ the clients that use it.... I send them my own fillable organizer and a note.... "drag and drop your stuff into the portal.... be sure the dropdown is for TY 2024 (fingers crossed).... Let me know when you're done so I can start preparing... I upload the finished returns and send them a canned notification... (wish I could copy myself into the notifications... but I'm just dreaming out loud...)
Your questions 1-4 are good thoughts... but don't hold your breath... seems like the ProConnect version functionality is more robust and obviously the Intuit priority... just consider yourself a poor stepchild... (#4... yes you have to manually update and change email addresses) Regarding #5... LOL. (your might want to put it in the suggestion box w/ your other x-mas wishes)...
<< When Intuit Link works my clients love it but when something happens that I can't fix the clients get frustrated when we have to go back to insecure email attachments.>> Yup....
For me, I've learned not to set high expectations, so I'm not easily disappointed... .