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Level 2
February 28, 2025
New

Notifications when clients upload documents

Related products:ProConnect
  • February 28, 2025
  • 3 replies
  • 8 views

There needs to be notifications every time a client uploads documents into their file so we do not miss any forms to import into their tax returns.  I almost missed a 1099-R file of 5 forms because the client uploaded forms after I had processed their tax return and thought I was done.  This notification feature is very crucial.

3 replies

sjrcpa
Level 15
February 28, 2025

Be careful what you wish for.

We used Tax Caddy for a while and it did that.

Not nice to get 100 emails a day about a document upload. One for each document uploaded, even if all uploaded at the same time.

The more I know the more I don’t know.
kristinewAuthor
Level 2
February 28, 2025

There should be a folder in our ProConnect where it indicates what documents have been uploaded and if a client has been active in their upload account.

sjrcpa
Level 15
February 28, 2025

I think that's a nice dream.

The more I know the more I don’t know.