dandavisCPA
Level 1
01-30-2024
09:10 PM
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I have multiple clients where the Husband and Wife are both involved in their taxes and want their own logins for Intuit Link access. Is this possible?
When I follow the help path, it takes me through editing the client to update the email address field, but I only see one field which can be updated. I know the e-signatures will go to multiple parties. Hoping there is something similar for questionnaires/file uploads.
itonewbie
Level 15
01-31-2024
05:20 AM
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This post will answer your question, except that's not something you're hoping for: https://accountants.intuit.com/community/proconnect-tax-discussions/discussion/is-there-a-way-to-giv...
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Still an AllStar
Still an AllStar