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get anywhere from anywhere in proconnect

Often after completing a return I want to go right to shared documents to upload additional items.

That can't be done, so I go out to all tax returns, find the client and then click View Documents.

I want to be able to navigate ANYWHERE in Proconnect from any screen.

That means access to:

I may be missing something... but I'm too backed up to think right now. 🙂

Status:

Vote now if this is a good idea

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Send confirmation E-file when a return is filed and/or accepted