dmoss-derjenserv

I am proconnect user. I would a way for a customer/client to see completed tax returns for that last couple of years. I am tired of printing the pdf or sharing a link. Some kind of portal or website. They do not want to go IRS and get the transcripts. They need these tax returns for different things and I am getting ready to downsize and potentially hang up the tax business.

Status: New
0 Votes
Vote now if this is a good idea
Comments

*like*

Level 15

Charge a fee for subsequent uploads. We started doing this. It cut way down on the requests for stuff they had already been given.