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Maybe i posted this before... but this is NOT good. On every one of my Sch C tax clients, a single expense line item is truncated-removed-gone on every Tax Orga...
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chat just indicated to me... that client worksheets need to be 1st downloaded to my computer and then uploaded in order to get them to the "shared folder". I fe...
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Game changer… everyone wants to keep client tax documents secure. How about Proconnect software encrypts any downloaded client document automatically? Users cou...
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I have a client who owes a bunch on MC/MET-40 and Proconnect isn’t calculating penalties.I found no option for “automatic” calculation on state & local input fo...
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Some of my 1040 clients are uploading tax documents in the “shared folder”. There is NO email or any notification of that! ITO chat says I have to go thru every...