Submitted by Chrisakhidenor on 01-14-2022 03:20 PM
Intuit Link features needs improvements. I use another program that have good client interactions through the portal. In that program, a fillable tax organizer which includes the engagement letter and checklist for all tax returns, not just 1040 can be sent to clients securely. They have different organizers for new clients, returning clients, 1040, 1065, 1120, 1120S, 990, etc. The tax preparer simply selects the appropriate organizer to send to the client. Clients can also upload information securely. Proseries does not allow the tax preparer to send fillable organizer via Intuit Link, it has to be sent through email. As you know, confidential information should not be sent through email. I can password protect the file, but the client will not be able to password protect the file when returning it.
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