dandavisCPA
Level 1

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.

0 Cheers