There needs to be notifications every time a client uploads documents into their file so we do not miss any forms to import into their tax returns. I almost missed a 1099-R file of 5 forms because the client uploaded forms after I had processed their tax return and thought I was done. This notification feature is very crucial.
There should be a folder in our ProConnect where it indicates what documents have been uploaded and if a client has been active in their upload account.
