Comment
03-06-2021
08:30 AM
03-06-2021
08:30 AM
Love the ability to send the organizer/questionnaire thru Intuit Link! I have had great client participation so far (much better than paper organizers) since they can complete this on their cell phone - especially younger clients. However, I spent a significant amount of time creating my own organizer template. The default template in Intuit Link is not adequate for most taxpayers.