Here are a few more improvements to Intuit Link that I shared with Intuit team members:
-It would be a huge time saver if we could batch move files. Oftentimes, clients will upload documents in batch that are not specific to one request and I have to move them one-by-one and wait as I wait for the page to reload to move the next one.

-It would be nice to be able to save progress when creating the Intuit Link request items. It's a very time consuming process and I risk losing all progress for that invite if I don't send out the invite.

-It would be great to have AI tools to (1) check the preparer's work, (2) bring missing items to user's attention proactively, (3) provide tax saving strategies, (4) speed up the tax preparation.