Level 11
05-16-2024
12:04 AM
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I’ve been using link for 4 or 5 years…. Haven’t lost info (yet)….. couple of times I’ve had to resend invitations but info has always been there…. Any chance there was a change in client email address? Link seems to be finicky when updating email
FWIW, i keep separate folder for each client with ALL the data they send through link or paper we scan… very quick and easy to download. Always a bit skeptical about things like this…. Actually…. I just don’t trust intuit to maintain my records forever.
If at first you don’t succeed…..find a workaround