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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. Lacerte | ProConnect | ProSeries
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troy2
Level 1
02-02-2022
07:50 AM
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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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