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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.
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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- Re: anyone has problem receiving documents from customer through intuit link?
anyone has problem receiving documents from customer through intuit link?
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vmccpallc
Level 1
02-23-2023
07:44 PM
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2 Comments 2
Nu1
Level 1
03-01-2023
10:43 AM
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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
Intuit Alumni
03-04-2023
03:36 PM
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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.
