Intuit needs to add back the Feedback button in ProConnect online. This year has beeen super challenging with all of the issues in ProConnect and there isn't a simple way to give feedback without actually calling customer support.
I would like to suggest an improvement to the system that could enhance accuracy and efficiency for tax preparers. It would be beneficial to add diagnostic warning that alerts preparers when mandatory fields, such as a taxpayer’s last name or other critical details, are missing.
As a real example, I recently submitted an e-filing but forgot to enter the taxpayer’s spouse last name. The system allowed the submission, but it was later rejected. If an automatic warning had flagged the missing information before submission, it would have saved time and avoided the rejection.
Option to Upload 1040 via Intuit Link It would be highly beneficial if the system allowed clients to upload their 1040 through intuitlink, not just through the "Add Client" button. Many clients prefer to share their data, including the 1040, through the secured link. However, we currently cannot send them the link until their profile is created, which often results in missing the 1040 upload at this stage. Allowing 1040 uploads directly through the intuit link would streamline the process and improve the client experience.
