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Thank you@itonewbiefor the feedback. Definitely looking forward to the Intuit Tax Advisor product coming out soon!!
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Would be great if the notes included check boxes in a bullet list. Preparer/reviewer can check off each note once it is addressed.
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"Client Copy" would be a better watermark.
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Same here. Several clients have indicated Intuit Link is not working correctly. I send the initial invite e-mail from the PTO system and the client sets up a us...