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Where is the 'lock' client response feature in LINK?

Tory W
Level 1

First year in ProConnect - previously in Lacerte. Using LINK from Lacerte, there is a column to "lock" the client response.

Where is this feature in ProConnect LINK?

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itonewbie
Level 15

That's no longer available.  Intuit is aware of calls to restore this useful feature since Link's full integration with PTO but they have, so far, not promised any change.

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Still an AllStar

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4 Replies 4
itonewbie
Level 15

Are you now using ProConnect Tax Online instead of Lacerte or ProSeries?

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Still an AllStar
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Tory W
Level 1

Yes, now using ProConnect.

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itonewbie
Level 15

That's no longer available.  Intuit is aware of calls to restore this useful feature since Link's full integration with PTO but they have, so far, not promised any change.

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

View solution in original post

Tory W
Level 1

Thanks - Hope they restore soon, as this is a key workflow feature and prevents the client from changing answers and documents once they have been received and have been used to input data into the return!

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