Mark_19
Level 2
01-15-2020
03:34 PM
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I have clients that work in the old fashion way. They provide paper documents that I scan and convert to PDFs. Is there a way to take advantage of ProConnect's new OCR import tool without having the client connect to Link? It appears that the client has to create Intuit Link credentials before I can use the "Act as Tax Payer" feature to upload documents. Is there another way to import documents?
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itonewbie
Level 15
01-15-2020
03:42 PM
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Your understanding is correct. If I were you, I wouldn't be bothered to use the import function, especially if your client has only a few 1099s, W-2, or even K-1s here and there.
It's just not worth your effect, considered Link is not a DMS.
It's just not worth your effect, considered Link is not a DMS.
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