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How do I access information a client has uploaded to Intuit Link?

EdDower

Level 3

5 years ago

Jan 30, 2021 3:37 PM UTC

Question

How do I access information a client has uploaded to Intuit Link?

2 replies
32 views

I have sent a client and invitation and an organizer. I can see on my client list in Lacerte, and that my client has completed all the items. How do I access what he has uploaded?

Lacerte Tax
Intuit Link

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itonewbie

Level 15

5 years ago

Jan 30, 2021 10:03 PM UTC

Log into the Intuit Link for Accountants portal at https://link.intuit.com/accountant/

---------------------------------------------------------------------------------Still an AllStar

qbteachmt

Level 15

5 years ago

Feb 2, 2021 5:28 PM UTC

@EdDower

Instead of asking two other times, please come to this topic you started where you got an answer. Thanks.

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