New
CSV/Excel download option for ProConnect intuit links sent to clients
My firm uses the intuit links to collect client documents and track their progress. We rely on this heavily to keep track of current status of clients (in progress, need to review, not yet started). Please provide a way for us to download the full list of intuit links with various statuses that were sent out to all clients. There's a way to do this for tax returns filed, but not for intuit links. Please make this function available as it would be a lifesaver when we need to file extensions!
