It is very frustrating when doing multiple year returns for a client and you have to send a intuit link invite for each year in order for them to send you docum...
This needs to be done. I saw that there was a post in 2023 and then it was put to a vote. This isn't something that needs to be voted on. This is an actual fede...
True...but it hasn't been asked since 2023...is when that post is from. This is a big issue and I feel like it needs to be brought back up in discussion again.
You should be able to customize the type of document you have uploaded in the Firm Documents section in Proconnect Tax. Right now you can only use what they hav...
We need to be able to have a global pricing feature. Having to edit each client's invoice with your fee structure is very time consuming, too much room for mist...
