Activity Feed
- Posts
- Replies
-
Is there a way to communicate with clients securely beyond the initial interaction with Intuit Link?For example, asking for SSN for a dependent. I won't send th...
-
Is there a way to communicate with clients securely beyond the initial interaction with Intuit Link?For example, asking for SSN for a dependent. I won't send th...
-
Intuit Link is a great way to gather info to start a return.However, how can we communicate with customers securely after this?Asking about dependent SSN and bi...
-
Re: add a way to limit quickbooks view of the books and still have full privileges in proconnect tax
Please add a vote for this issue onhttps://accountants.intuit.com/community/proconnect-tax-idea-exchange/ability-to-add-proconnect-advance-user-role-to-a-custom... -
Only Primary Admin has access to "Invoice via Quickbooks" for a return. People with roles like advanced tax with books can manually invoice. But the streamlined...
