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@ ProConnectTaxFor at least the 2nd year, when I send a batch request via Intuit Link, it does not include | enable the Documents area for the client(s) to uplo...
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Thank you for the quick and easy solution! It's frustrating that I couldn't find this answer within the PTO Help query. A quick internet search brought me here.
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Thank you @mjpayne55. I had seen and participated in the demo, but no word since.Thank you for inquiring with Jim as well. Perhaps we'll have a new product soon...
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Apparently, Intuit removed the email address for Jim Buffington, but if you put a dot between his first and last name and add@intuit.com to the end, that is his...
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Thank you for the reply Lisa.The Practice Management solution was different. I received queries from Intuit on that as well. That was a collaborative effort wit...
