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How do I Download Client Responses and Documents From Proconnect Link?

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Level 15

As you may already know, you can download documents uploaded by your client with either a right-click and choose download or by clicking on the 3-dots and choosing Download.

For responses to questions, Intuit took away the functionality to download a full record of the correspondence with taxpayer last year and decided not to restore it despite it being one of the most useful features.  Your only option now is to copy and paste from the screen but the formatting is VERY poor.

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Still an AllStar

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Level 15

As you may already know, you can download documents uploaded by your client with either a right-click and choose download or by clicking on the 3-dots and choosing Download.

For responses to questions, Intuit took away the functionality to download a full record of the correspondence with taxpayer last year and decided not to restore it despite it being one of the most useful features.  Your only option now is to copy and paste from the screen but the formatting is VERY poor.

---------------------------------------------------------------------------------
Still an AllStar

View solution in original post

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