itonewbie
Level 15

NP, @RoamingCPA.  That's not ideal from a customer service point of view.  It is that complicated because of how Intuit builds out the Intuit ecosystem, making sure the ownership of your clients' accounts (not necessarily the clients) is with them and not you.

That also explains why you have so little control over how Intuit Link works as oppose to client portals you may subscribe to - Intuit Link being just a common platform that facilitates communication between two parties, each with their own Intuit account.

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Still an AllStar
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