CMcCullough
Level 3
12-18-2024
11:07 AM
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This is wild guesses best on how it feels. I think about 75% of clients occasionally use the portal, mostly to view what we share with them. Fully using Intuit link, uploading documents, 8879s, etc, maybe about 60%. Some of that includes pictures of tax documents, etc. I like having a portal, but am not the biggest fan of intuit link itself.