Kathi_at_Intuit

examples of why:

MFJ returns, want to send to both people on the return.

Have an Organization that has 3 partners that have to receive the same reports, and right now on the client task you are only able to send it to one. This would eliminate the need to send the rest through email, which is not as secure as the client portal. 



This idea was submitted on behalf of an Intuit Practice Management customer

 

Thanks for submitting your idea to our Intuit Practice Management Idea Exchange. We are excited to announce that this idea is actively being worked on by our product teams and we will update you as soon as we have more information to share.

Status: Accepted
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Comments
New Member

I agree we need to be able to send to multiple people for returns and clients with multiple contacts in their organization.

Community Manager
Community Manager
Status changed to: Accepted

Thanks for submitting your idea to our Intuit Practice Management Idea Exchange. We are excited to announce that this idea is actively being worked on by our product teams and we will update you as soon as we have more information to share.

Level 1

Many of our clients spouses are getting upset that they are not receiving the checklist as well. We really need this update!!

Level 1

@IntuitBettyJo is there any idea on a timeline of this feature being rolled out?

Level 1

WE absolutely cannot continue to use IPM without this feature. Modern couples have two actively participating spouses - this is archaic. 

Any update to know if this will be rolled out by end of 2021 - needed for tax season.