ProConnect Tax Idea Exchange

the PDF export feature in ProConnect should result in an "interactive pdf" format, not just a plain old pdf. Then, our tax clients can merely fill out the tax organizer forms online... rather than have to print them out, scan them, and upload to tax preparers. Ugh! That would be much more user friendly - both for us tax preparers and for our clients!

Thanks for the idea for an interactive pdf organizer. We are changing the status to "Open for voting".

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Status:

Vote now if this is a good idea

Comments

Community Manager

Status changed to:

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Level 15

Another idea that won't affect me, but if nobody votes, Intuit may put an end to democracy here.

Level 1

I have had multiple clients call in to try to figure out how to edit the pdf. Our portal would allow them to edit inside the portal if the PDF was a fillable form. At this point, I am telling them it is more of a checklist to make sure they have all their information. The download feature is also awful. Took 3 employees 3 days to download all our worksheets and move them to portal for clients. Clients already complain about needing login to portal, I can't have another login to use link or download themselves.