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    Intuit Link | Batch Request | Documents Area Absent

    OwenWiseCPA
    Level 2

    @ ProConnectTax

    For at least the 2nd year, when I send a batch request via Intuit Link, it does not include | enable the Documents area for the client(s) to upload documents.  I have to go in manually and activate the Documents area for each client.  I have the 'personalized' check box checked.  If I send out individual requests, it works properly.

    Highly inefficient!  Get this fixed please.

    0 Cheers