Document exchange portal that integrates with Proseries Professional
It's time for some computer housekeeping. I use Intuit Link for document exchange with clients. Pros: free with Proseries, secure, cloud based and fast to upload, can email from within portal, can create custom request and email templates, automatically creates client document checklist based on tax return. Cons: can only have one taxpayer on the account so both taxpayer and spouse cannot access; only one of them, changing a client's email results in them losing access to all prior documents, some documents randomly do not show up on main page resulting in missing client info that has been uploaded, cannot sort requests so client gets them in random, non-sensical order.
I'm looking for a document exchange portal that integrates well with Proseries. Any recommendations?
