itonewbie
Level 15

Got you!  Don't believe the functionality is there.

Unless I'm mistaken, you are attempting to use this feature as your DMS.  If so, I would be very cautious and probably look for other options over which you have more control.

Whatever is in ProConnect is not permanent.  Intuit has demonstrated in the past that they could and would delete files as and when they see fit with short notice.

If this is to happen again, you will incur a lot of time downloading, organizing, and indexing these files you maintain in these folders.  And there is no easy way to download or dump these files from ProConnect, AFAIK.

If you will have to download these again for your records either when you switch tax software or when Intuit removes access to some or all files at some point, why even bother using it now?

Just my two cents that are not worth the par value...

---------------------------------------------------------------------------------
Still an AllStar
0 Cheers