Skip to main content
Level 3
January 14, 2025
Question

Intuit Link | Batch Request | Documents Area Absent

  • January 14, 2025
  • 0 replies
  • 6 views

@ ProConnectTax

For at least the 2nd year, when I send a batch request via Intuit Link, it does not include | enable the Documents area for the client(s) to upload documents.  I have to go in manually and activate the Documents area for each client.  I have the 'personalized' check box checked.  If I send out individual requests, it works properly.

Highly inefficient!  Get this fixed please.

This topic has been closed for replies.