I am new to using ProConnect and Intuit Link and was using Drake prior to converting this year.

What is the best practice for receiving documents from clients and vise versa using intuit Link? I have already had clients try to upload copies of prior year tax returns only to find that the file is too big. I also don't see a way to send other documents to clients through Intuit Link.

With Drake, there was never an issue with receiving or sending documents to and from clients using Secure File Pro. I'm a little disappointed with the capabilities of Intuit Link compared to what it was advertised as.  Am I missing anything here? What's the best practice? Thanks in advance for the input.