ProConnect Tax Idea Exchange
Submitted by Jeff-Humes on 12-13-2022 10:53 AMIt would be a nice addition to allow clients to upload tax documents into Link at any time during the year. This would allow clients to upload documents to Link during the year as they are received and not have to save them elsewhere and then have to upload them to Link once Intuit releases current year tax software, which is typically toward the end of the year. It would be a one-stop shop for clients to save their tax documents throughout the year and would be a nice value-added for tax preparers to offer to their clients.
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