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January 23, 2023

Intuit Link vs SmartVault

  • January 23, 2023
  • 0 replies
  • 7 views

I'm new to ProSeries. Is there a reason to use both or either Intuit Link and Smart Vault? Does link meet the IRS requirements for data storage? I'm trying to figure out the main reasons for doing one or the other. It seems like Link is more user friendly, but I'm not sure of the main reason for Smart Vault. Any suggestions from those who have been using these?

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