Question
Intuit Link integrations with Proseries
Is there an amendment to Proseries under review to be able to connect a Link account with multiple people? In the event of couples filing MFJ, or partnerships/LLCs/etc, it would be very useful to allow multiple access to the same Link account, and collect signatures/confirmations on Engagement Letters from multiple people.
Also, it would ideal if the name salutations from the Proseries Info Worksheet would integrate with the Link account name and esignature name, for instance to be able to communicate with taxpayers who have changed their name socially but not legally. It would be useful to be able to consistently refer to them by the names they wish to be called in all instances beyond the preparation of their legal documents.
