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- Intuit Link | Batch Request | Documents Area Absent
Intuit Link | Batch Request | Documents Area Absent
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OwenWiseCPA
Level 2
yesterday
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@ 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.
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