This will be my first season with Karbon/Intuit Practice Management. I like that with Lacerte I can have my tax software tied into my projects. I am a bit concerned about using Intuit link to request client documents as the client page has links to TurboTax etc. Just send a bit weird. I know I can use client requests to get them info as well.
Curious how you all would proceed. Use client request, for a more white label experience or Intuit Link which works allow for tracking of missing documents.