Karl
Level 8
Level 8

Definitely don't email it, even with a password, that doesn't meet IRS Security requirements.

Do you have a portal for clients to upload to? I use TaxDome and used to use SmartVault. Clients upload to it, and I can generate a PDF of the returns into the portal for them to use a little smother and easier than reviewing in DocuSign.

I don't use Link, so I don't know its capabilities.

*If this (or another answer/reply) solves your problem, please click "Accept as Solution" to get this post out of the "Unanswered" queue of posts.*