Best Answer Click here
Perhaps you want something like...
https://proconnect.intuit.com/link/taxpayer/
https://proconnect.intuit.com/link/training/
...or populate the data in ProConnect?
This is an interesting question, because it's not "their" account. It's Yours, as their professional tax preparer, working on their return. If you want them to enter their info into their return, you'd be out of a job.
I just reworded the question...I realize I said "tax return" but meant ProConnect profile information.
So...Is there a way a client can input general data and it will populate in ProConnect?
Perhaps you want something like...
https://proconnect.intuit.com/link/taxpayer/
https://proconnect.intuit.com/link/training/
Thank you for sharing.
I contacted customer support yesterday and this is what they instructed me to do.
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