It seems that Link only allows us to send the organizer (questionnaire, document list, etc.) to one spouse for taxpayers that are married file joint? Is this correct or am I not seeing some instructions?
This is a real limitation. If you must, ask your clients to set up a common email account just so that both can access Intuit Link.
I recall that Intuit said last year they were working on this but it's apparent from the tax readiness conference today that this enhancement didn't make it into this year's rollout.
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