Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Missing tax returns

LizH
Level 1

 We stopped working with a client on Bookkeeping and they removed us as an accountant  from their QBO  and now their tax returns and all my work papers are missing from ProConnect. When I call tech support they said the only way to see them is to have the client re-add me but if she takes me off then I'll lose them again. It seem CRAZY that they are linked without my knowledge. When asked the rep can't even tell me which of my clients are linked in this way. 

 

 HELP!!!! Any ideas on how to get the files back and make sure this doesn't happen again? 

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Comment 1
sjrcpa
Level 15

I don't know, but for future reference you should make pdf copies of all tax returns for your records.


Ex-AllStar
0 Cheers