OwenWiseCPA
Level 2

@ ProConnectTax

For at least the 2nd year, when I send a batch request via Intuit Link, it does not include | enable the Documents area for the client(s) to upload documents.  I have to go in manually and activate the Documents area for each client.  I have the 'personalized' check box checked.  If I send out individual requests, it works properly.

Highly inefficient!  Get this fixed please.

0 Cheers