mwaller1027

ProConnect Tax Idea Exchange

Submitted by on ‎02-22-2023 08:30 AM

Please add a button in the tax return input screen that we can click to take us directly to their Documents folder.  As it stands we have to go to Clients, then search for the Client and select, then click on Documents to get there.  Tedious.  Should be a very easy fix.

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Comments
Anonymous
‎10-23-2023 01:57 PM
‎10-23-2023 01:57 PM

Thanks for the idea for a button to the Documents folder from the Tax Return input screen. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

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