George4Tacks
Level 15
12-18-2020
09:37 AM
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Best choice is e-mail to client and have them do with it as they wish. YOU should have written permission from the client before ever sharing any client information with a third party.
but even better see the last pop out in https://proconnect.intuit.com/community/import-or-export-data-files/help/what-is-intuit-link/00/5339
Answers are easy. Questions are hard!
