clphillipscpa
Level 1
12-07-2019
09:32 AM
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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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