clphillipscpa
Level 1

I am not comfortable keeping the documents on my client's Intuit Link portal.  This particular client is deceased and her executor wishes to have them deleted.  is there a way that I can delete them?  Or is there a way that the executor can delete them?  And if so, if they cannot remember their login information, is there a way for them to recove that?  

Thank you!

Cheryl

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