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February 2, 2022

INTUIT LINK?

  • February 2, 2022
  • 0 replies
  • 7 views

I PAID ADDITIONAL FEES IN ORDER TO BE ABLE TO UPLOAD MY CLIENT'S TAX DOCUMENTATION AND HAVE THE DOCUMENTS INPORTED DIRECTLY ON THE PROPER FORMS, HENCE PROMOTING ACCURACY AND EFFICIENCY. INSTEAD I GOT NOTHING, 

FROM THE HOMEBASE VIEW, I WENT TO THE INTUIT LINK COLUMN AND CLICKED-ON THE PURPLE "INVITE" LINK. IT LEAD ME TO MY CLIENT AND DISPLAYED ALL OF THE W-2'S, 1099'S ETC, SO FAR SO GOOD, WHEN YOU SEND THE INVITE TO THE CLIENT AND THEY ACCEPT IT. WHEN ITS TIME TO UPLOAD THE DOCUMENTATION THERE IS NOTHING!

THIS FEATURE IS A COMPLETE GAME CHANGER, WHY DOESN'T PROSERIES HAVE THEIR ACT TOGETHER IN THIS AREA. I HAVE BEEN A CLIENT SINCE 1997 AND WOULD LOVE TO REMAIN, HOWEVER, IF ANOTHER SOFTWARE COMPANY EXCELS IN THIS AREA I WILL HAVE TO MAKE THE CHANGE!

I CALLED TECHNICAL SUPPORT SEVERAL TIMES ON THIS ISSUE AND THEY WERE UNABLE TO HELP ME. IF YOU AGREE WITH THIS PLEASE REACH OUT TO THEM, REGARDING THIS MATTER.

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