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Level 3
February 20, 2024
New

Intuit link column “documents” should show shared documents or separate column

Related products:ProConnect
  • February 20, 2024
  • 0 replies
  • 4 views

Some of my 1040 clients are uploading tax documents in the “shared folder”. There is NO email or any notification of that! ITO chat says I have to go thru every single client to see if they’ve uploaded something to SHARE. That’s no good…

There should either be a separate column showing # of shared documents or at least - the shared documents should show up under the current “documents” column.