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Using Auto-fill for clients tax returns using UFILE PRO


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When I worked at H&RBlock we could submit an authorization from within the tax software to CRA that allowed us immediate access to autofill for clients.

We used DTMAX, which allowed us to print out an authorization, get it signed and then submit it electronically to CRA while client was sitting there giving us immediate access to their CRA account.  Why is this not a feature in UFILE Pro?

 

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Hello Cupcake,

Thank you for your suggestion. We will submit this to our development team for review.  The development team will decide if a suggestion is implemented for a future release.  

If you wish to wish to have all the features of DTMax from Thomson Reuters please contact :
Sales Department
1 866 653-8629 / DT-sales@thomsonreuters.com
T1: https://www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtmax.html
 

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