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Intuit Link integrations with Proseries

makinidoestaxes
Level 1

Is there an amendment to Proseries under review to be able to connect a Link account with multiple people? In the event of couples filing MFJ, or partnerships/LLCs/etc, it would be very useful to allow multiple access to the same Link account, and collect signatures/confirmations on Engagement Letters from multiple people.

Also, it would ideal if the name salutations from the Proseries Info Worksheet would integrate with the Link account name and esignature name, for instance to be able to communicate with taxpayers who have changed their name socially but not legally. It would be useful to be able to consistently refer to them by the names they wish to be called in all instances beyond the preparation of their legal documents.

2 Comments 2
IRonMaN
Level 15

https://accountants.intuit.com/community/proseries-tax-idea-exchange/idb-p/603

The link is for the ProSeries wishing well.  It's where hopes and dreams go to die, but it is where Intuit wants you to post your ideas for improving their system.  Honestly, you have better odds of going to a wishing well with a roll of pennies, but you can give it a try.


Slava Ukraini!
GodFather
Level 8