Notifications when clients upload documents

[kristinew]

There needs to be notifications every time a client uploads documents into their file so we do not miss any forms to import into their tax returns.  I almost missed a 1099-R file of 5 forms because the client uploaded forms after I had processed their tax return and thought I was done.  This notification feature is very crucial.

[sjrcpa]

Be careful what you wish for.

We used Tax Caddy for a while and it did that.

Not nice to get 100 emails a day about a document upload. One for each document uploaded, even if all uploaded at the same time.

[kristinew]

There should be a folder in our ProConnect where it indicates what documents have been uploaded and if a client has been active in their upload account.

[sjrcpa]

I think that's a nice dream.