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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProConnect Hot Topics.
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- How can clients view shared documents in Intuit Link?
How can clients view shared documents in Intuit Link?
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tjwoods69
Level 2
04-04-2023
02:39 PM
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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.
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Skylane
Level 11
04-04-2023
02:45 PM
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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
