Tory W
Level 1
01-11-2021
01:46 PM
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First year in ProConnect - previously in Lacerte. Using LINK from Lacerte, there is a column to "lock" the client response.
Where is this feature in ProConnect LINK?
Best Answer Click here
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itonewbie
Level 15
01-11-2021
01:57 PM
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Are you now using ProConnect Tax Online instead of Lacerte or ProSeries?
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Still an AllStar
Still an AllStar
Tory W
Level 1
01-11-2021
01:59 PM
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Yes, now using ProConnect.
itonewbie
Level 15
01-11-2021
02:19 PM
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That's no longer available. Intuit is aware of calls to restore this useful feature since Link's full integration with PTO but they have, so far, not promised any change.
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Still an AllStar
Still an AllStar
Tory W
Level 1
01-11-2021
02:21 PM
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Thanks - Hope they restore soon, as this is a key workflow feature and prevents the client from changing answers and documents once they have been received and have been used to input data into the return!
