A continuation of this: When we go to "File Return" then "Print to PDF" -- it would be great if one of the options (along with Download Return PDF & Share PDF via Link) was Add PDF to Client Documents. This way we don't have to download it to a local drive and then upload it back into the client Documents folder.
When we go to Client then Documents, we can see (already sorted by year...thank you!) the documents they uploaded via Intuit Link, and we can see documents we have uploaded, such as prior year returns if they were not previously one of our client. This is a fantastic feature. I have been slowly working through my Google Workspace shared drives and moving all of my client files into Intuit Link.
My goal is a single-source solution. So thank you for this feature. Please continue to add ease-of-use capabilities to the client Documents section (like any shared drive) and to Intuit Link on the client facing side. In my opinion, and based on the way our clients have used the Google Workspace shared drives we have given them, Intuit Link should add just a few more capabilities to mirror a shared drive. Thus it becomes the clients one-stop for sharing, storing, and accessing all tax related documents year-after-year. The easier we make it for the client to use, more "familiar" and intuitive it is, the greater the retention, thus good for us and our partners at Intuit.
