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TrishT
Level 1
Activity Feed
  • There are no slip sheets available to print. Top sheets for mailings or top sheets for the printed tax returns.
    TrishT
    4
    Oct 29, 2024
  • When adding a beneficiary or information about a dependent, instead of being able to pick the beneficiary dependent from a drop down, you have to add their info...
    TrishT
    May 21, 2024
  • The Client area does not allow for first names of both the taxpayers. First this is a problem when you are going to call a client and need to know the spouse’s ...
    TrishT
    May 21, 2024
  • The set-up and sending out emails took a long time. While working in the Intuit Link, the ProConnect program does not seem to recognize activity, so work was no...
    TrishT
    May 21, 2024
  • There should be a way for our company to turn off reminder emails. This upset many clients. They did not understand to mark themselves as Complete. We need a wa...
    TrishT
    May 21, 2024
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Member Since ‎05-21-2024
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