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Link Shared Documents
Is there a way to automatically share a client's return (with the client) so that they can access and view their prior returns in their link account? It's probably very obvious, but I haven't figured it out!
lbonesAnswer
Level 6
January 9, 2022
Intuit "Link": is a secure portal. If you want to have the client have access and review a prior return, upload your saved PDF that you keep to the "Linked" account for the various years. For my "Linked" clients, I upload the return, authorization forms, engagement letter, etc. That way they have it and I don't have to mail it or have them come into the office.
