New
Link update automatically
March 31, 2024
Right now, users of link need to manually ask Link to refresh. I suggest an automatic update.
A problem - with me - is that when I don't see the Link status update on the Client Grid then I will assume the client has not been updating. Email updates are great. But the client grid is an easy and comprehensive place to see important steps in the preparation of the tax return.
Note: Link is a very useful tool. Especially as preparers have been having difficulty with gathering information timely. So if we know the current status quickly and easily then we can continue to bug, harass, communicate and notify clients that more information is needed.
