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Can you see how much time a staff spends on a return in Proconnect?
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I like PTO but the main issue I have is when moved from status to status you do not know the date. You can see dates and activity in Link but on tax returns und...
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What is the best way/method for sending the local return via PTO or Link so the client can print and mail that in since we do not efile that return? I just want...
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Newbie here. I see you can create invoice templates and invoice while in PCO/Link. However how do you get it to the client. I just see that it makes me save it ...