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O
OKC-CPA
Level 2
December 13, 2022
Discussion ongoing

Access History of Documents Transmitted to Client via Link

Related products:ProConnect
  • December 13, 2022
  • 2 replies
  • 3 views

It would be great if Proconnect kept a user accessible history of documents sent to client via link.

    This topic has been closed for replies.

    2 replies

    T
    TaxPro4
    Level 2
    April 11, 2023

    It would be great if within Proconnect that I could see a history of all the preparer's requests to the client and the date requested.  Similar to the Activity feed for client activity but this one would be for the preparer's request

    A
    Anonymous
    October 23, 2023

    Thanks for the idea to acess history of documents transmitted to Client via Link . We are changing the status to "Open for voting" since it is no longer considered "New".

    Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular.>> ProConnect Idea Exchange


    If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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