Send a file to a client using Intuit Link

[mikejuby369]

I need to send an Excel file to a client. It has sensitive information in it, so I'd like to use Intuit Link. They are using Link, and have uploaded files for me to access, but I'm not sure how to send a file back to them.

[Intuit_Kallana · Accepted solution]

Hi @mikejuby369 , Intuit Link does not allow you to send files back to the clients other than the return itself through the File Return screen.  You can, however, click on "Client Profile" and add the document in the bottom section that will say Shared with...[your client name].  They should be able to see anything uploaded in that section from their link portal as well and download it.

[mikejuby369]

Thank you!