There should be an option to create e-files in bulk. I understand there is an option to bulk submit e-files, but ProConnect still requires you to manually go in to every return and create the e-file. This would be massively helpful to firms like mine, where the expectation of workflow is that (1) the return is completed and error-checked by the preparer/reviewer, (2) the client is billed and pays, (3) the client reviews and signs via Docusign, and (4) the e-file is created and filed. In most cases, steps 2 and 3 occur with no changes required to the return, and so during busy season, there are, for my firm, often 20-30 returns per day that require no action except creating the e-file. Doing this in one step, rather than 20-30 separate steps (which require multiple clicks/screens in ProConnect) would save a lot of time. I am a recent convert from TaxWise, where this feature had been deployed for many years.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.