It would be very helpful to have the ability to customize the client checklist and restrict the ability for clients to upload documents. We encourage our clients to put all their documents into Dropbox because when they add into ProConnect Tax, they come in multiple formats and we are not always able to open or read them. Restricting the ability to let them upload here and adding our own checklist with our own company requirements would save time on both the company and the client side.
Thanks for the idea to restrict the ability to upload documents and customize client checklist. We are changing the status to "Open for voting" since it is no longer considered "New".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange
Thanks for the idea to restrict the ability to upload documents and customize client checklist. We are changing the status to "Open for voting" since it is no longer considered "New".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange
