Document exchange portal that integrates with Proseries Professional

[sariscpa]

It's time for some computer housekeeping.  I use Intuit Link for document exchange with clients.  Pros: free with Proseries, secure, cloud based and fast to upload, can email from within portal, can create custom request and email templates, automatically creates client document checklist based on tax return. Cons: can only have one taxpayer on the account so both taxpayer and spouse cannot access; only one of them, changing a client's email results in them losing access to all prior documents, some documents randomly do not show up on main page resulting in missing client info that has been uploaded, cannot sort requests so client gets them in random, non-sensical order.

I'm looking for a document exchange portal that integrates well with Proseries. Any recommendations?

[Skylane]

Intuit was off to a good start with Intuit Link….. then they stopped (development) … what a surprise… IMO, a few tweaks, as  you suggest, would go further to help retention than most of the annual dehancements

EDIT: Any way to get rid of the annoying ‘HOSTING’ ads? Almost as bad as the e-sign ad buttons….  

[dascpa]

SmartVault integrates with ProSeries.