Question
How to print link checklist
The Intuit Link feature will create a Checklist specific to the client of documents for them to provide. How can I access/print this Checklist without sending a Link invite to clients? We have clients who forget documents and are not tech savy/will not be using intuit link. We want to be able to print out the simple list of documents they had last year. The organizer is too many pages and overwhelming to some of the clients. A simple list of documents we need would be very helpful. I have been on the phone with customer service and they tried all different ways to do this and nothing works. Does not seem to be available. This needs to be made available!
