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Intuit Link Functionality
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Intuit Link Functionality
Intuit Link Functionality
Submitted by ciaragrofcpa FridayThe functionality of Intuit Link seems really limited in general. I'm not sure why they can't take the tax organizers that are generated in Lacerte and apply the principles to Proconnect Tax. There has to be a more effective way to do this. SurePrep also does this task really well. The whole thing seems very clunky and difficult.
I also don't like that I basically have to copy and paste my engagement letter into Intuit. Seems like we should be able to include it as an attached document that can be signed, or be able to link the eSignatures feature here and utilize that. The formatting and overall look of the engagement letter when pasted in to Intuit Link turns me off, and I send them via Adobe Sign instead. Would be nice to have these handled all in one place.
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