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tjwoods69
Level 2
April 4, 2023
Question

How can clients view shared documents in Intuit Link?

  • April 4, 2023
  • 1 reply
  • 13 views
Client is having issues with receiving the e-file authorization forms (via e-sig) so I put it and some other docs in the shared folder.  
This topic has been closed for replies.

1 reply

SkylaneIntuit Community Champion
Intuit Community Champion
April 4, 2023

If they can log into Intuit link there shouldn’t be an issue. I do it all the time. If they’ve used it in the past, make sure the drop down says TY 2022 or send them a new invite 

If at first you don’t succeed…..find a workaround
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