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I might need to make a new post but I would like to see if there is a way to print organizers/worksheets/questionnaires to an integrated program like SmartVault...
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I would also like to have more people have these rights specifically for reporting.
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I would like ProConnect to automatically email clients the e-file confirmation when it is accepted. I've had to send about 5 a day and this would save me time. ...
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Specifically for when a client has selected to E-file a Federal return I want to you ALERT on each return that is CANNOT BE E-FILED in ProConnect. I have run in...
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I've been told by Customer Service Agents that they do push updates on Tuesdays and Thursdays so they don't make updates live immediately. There are changes oft...
