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ProConnect TaxExperience: 3 years
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Update: the issue seems to have resolved itself. And if you find yourself unable to send requests for e-signature, you can bypass the problem I described by cli...
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I am trying to obtain client signatures on Form 8879 using DocuSign in Proconnect Tax Online. But when I try to do so, I get the following message:Filename cont...
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The notes feature in PTO allows one to save notes, but the notes appear as just a single text box in which all notes are entered and there is no ability to form...
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I am having this same issue. I have 5 credits left. I prepared two returns today and, when I attempted to print them, the system tells me I have zero credits le...
