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Level 1
January 4, 2023
Discussion ongoing

putting a lock on documents in intuit link like proseries or lacerte

Related products:ProConnect
  • January 4, 2023
  • 2 replies
  • 9 views

A way to lock each document or responses back once a client has completed them so they can not delete get messed up or change in the middle of everything.They have something similar in proseries or lacerte...

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2 replies

May 16, 2023

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

itonewbie
Level 15
February 12, 2024

This should also cover Intuit for ProConnect.  Thanks!

---------------------------------------------------------------------------------Still an AllStar