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Import Documents Without Link?

Mark_19
Level 2

I have clients that work in the old fashion way. They provide paper documents that I scan and convert to PDFs. Is there a way to take advantage of ProConnect's new OCR import tool without having the client connect to Link? It appears that the client has to create Intuit Link credentials before I can use the "Act as Tax Payer" feature to upload documents. Is there another way to import documents?

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Accepted Solutions
itonewbie
Level 15
Your understanding is correct. If I were you, I wouldn't be bothered to use the import function, especially if your client has only a few 1099s, W-2, or even K-1s here and there.

It's just not worth your effect, considered Link is not a DMS.
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Still an AllStar

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1 Comment 1
itonewbie
Level 15
Your understanding is correct. If I were you, I wouldn't be bothered to use the import function, especially if your client has only a few 1099s, W-2, or even K-1s here and there.

It's just not worth your effect, considered Link is not a DMS.
---------------------------------------------------------------------------------
Still an AllStar