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Level 1
February 24, 2023
Question

anyone has problem receiving documents from customer through intuit link?

  • February 24, 2023
  • 2 replies
  • 6 views
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2 replies

Level 2
March 1, 2023

Client gets blank screen when they log in this year.  They don't see the documents I sent them last week, though on my screen I see them.

Another client uploaded documents but now they don't show on her screen, while they do on mine.

Intuitjhaze
Level 5
March 4, 2023

hey @Nu1 per this help article: How to send documents to a client through Intuit Link, "the client has to accept an invitation before a preparer can send documents through Link." Hope this helps! Keep us posted.