How do you guys handle data collection from clients? I use proseries professional and I work from home, so I try to gather all info electronically through intuit link, because it was provided with Proseries, but it has been a bit annoying to use.

-Do you all use Link? If so do you use it for communicating to clients as well? Do you attach client checklists or organizers there?

-How are you utilizing client checklists/organizers from proseries?

-Do you have any other suggestions on other software that works well for electronic data collection (Smart Vault/Document Management System or external software)?