itonewbie
Level 15
01-28-2024
03:58 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Whether it's common, I can't say because some meet clients in person while others work with theirs remotely and many use something other than Intuit Link for client portal.
But yes, it's acceptable so long as you keep what you collect secure.
---------------------------------------------------------------------------------
Still an AllStar
Still an AllStar