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Option to Upload 1040 via Intuit Link
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Option to Upload 1040 via Intuit Link
Option to Upload 1040 via Intuit Link
Submitted by Sed 2 weeks agoIt would be highly beneficial if the system allowed clients to upload their 1040 through intuit link, not just through the "Add Client" button. Many clients prefer to share their data, including the 1040, through the secured link. However, we currently cannot send them the link until their profile is created, which often results in missing the 1040 upload at this stage. Allowing 1040 uploads directly through the intuit link would streamline the process and improve the client experience.
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