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- Are clients able to upload documents from their banking institutions into ProConnect...like Turbotax allows?
Are clients able to upload documents from their banking institutions into ProConnect...like Turbotax allows?
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cakeen
Level 3
02-22-2023
09:50 AM
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2 Comments 2
George4Tacks
Level 15
02-22-2023
11:41 AM
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Yes, via LINK
Answers are easy. Questions are hard!
cakeen
Level 3
02-22-2023
09:18 PM
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Thank you so much. From my end I tried to "act as client" (or something like that) assuming I would be able to view what they see. It does not create the same experience. Ultimately I logged in to my personal tax link and was able to see that I had the option (as a client) to download from my banking institution.
I do appreciate you replying to my note. Thanks
