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I really appreciate the creation of the functionality to send a weekly reminder to clients to get started in the portal. However, I would like the ability to ha...
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I would greatly appreciate it if you could add a date and time stamp for new uploads within the Intuit Link Client Portal viewing area. This is from the tax pre...
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PTO needs to be updated to automatically truncate the Payer Name during W2 and 1099 import process. PTO has character limitations in the Payer Name field and in...
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The import feature for 1099's needs to automatically import the state withholdings amount when an amount is present. This appears to be a missing import field f...
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Whenever a client moves, and I enter their updated address within the Tax Return area in PTO, it does not automatically update in the Client Section of PTO. Tod...
