Backup of Client Tax files from the Cloud Storage

Related products:ProConnect

Forum|Forum|2 years ago
December 6, 2023
3 replies
9 views

It would be a real benefit for preparer's to have the ability to backup their client's tax software files as an additional source of security under the new IRS Tax Security mandate. At present this is not an option with Intuit's ProConnect Tax application.

Conversion

IRonMaN

Level 15

I’m going to take a wild guess that Intuit does a little bit of backing up those files.

Slava Ukraini!

George4Tacks

Level 15

It is on a cloud and you want to back it up to another cloud? One with a silver lining>

Be sure you keep a pdf copy of what was filed, as that is much more important for your records. The processing can be changed by a software update and you can't reproduce that, so the pdf copy is REALLY IMPORTANT.

Answers are easy. Questions are hard!

A

Anonymous

Thanks for the idea to back up client tax files from the cloud storage. We are changing the status to "Open for voting".

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

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