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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...
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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...
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I have done more time with support. Roles are not ready for primetime. ProConnect is designed for single person offices. They have done some work with roles, bu...
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I have done more time with support. Roles are not ready for primetime. ProConnect is designed for single person offices. They have done some work with roles, bu...
