Had to disengage from client based on advice of our CPA assoc. Client deleted all of the documents on the link. How can we obtain activity history and deleted files?

Forum|Forum|3 years ago
July 12, 2022
2 replies
13 views

Now this is a legal matter.

ProConnect Tax

This topic has been closed for replies.

sjrcpa

Level 15

I think you should have saved them before you disengaged.

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

U

user45724Author

Level 2

I did, but this is a legal matter now, and I know the attorney will want the activity and what exactly they deleted.

T

TaxGuyBill

Level 15

@user45724 wrote:

(Also wanted to call you a choice name for stating the obvious but thanks for your response.)

I suspect that comment will eliminate most volunteers from wanting to help you.

U

user45724Author

Level 2

I contacted Proconnect Support. There is no way for them to provide a log or history of activity on behalf of client or what was deleted by a client.

Although I downloaded all the files, the attorneys are going to want to know what the client uploaded and deleted, so not having any record is going to become an issue.

sjrcpa

Level 15

Another reason Link is a subpar product.

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

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