Skylane
Level 11
Level 11

@jorat 

I have some 'trust' issues with Intuit. Even with MFA, I certainly hope they do NOT retain client login info year to year...   my same reasoning for not using their hosted  option.

I've been through the Intuit Link documentation and videos (what little there is) several times and don't recall it being addressed... If the help desk doesn't know (which is doubtful) you can find out easily enough by asking a client next year or setting up a dummy account.

I'd be interested in learning the answer.  But, if the login info can be stored in the portal, I'll recommend that my clients do not

 

 

If at first you don’t succeed…..find a workaround
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