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ProConnect TaxExperience: 0 years
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I don’t use link, but you can update it for the tax return under Client Information within the return, then you also gotta update it in the Client Profile. I’d ...
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In that case, yeah you need KBA or gotta print it to a PDF and have the client do a wet signature, scan, and send it back to you.
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Works for me too. Hey@George4Tacksare you using that new browser plugin? How do you like it?
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Are they a prior client and have passed KBA before?
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Yep, you can import. I find it somewhat more difficult to do, than just entering myself. But if you go to the ProConnect webinars, then there should be an on de...
