Ability to add Sections/Folders for Templates in Intuit link (like Completed/Final Tax Returns), so tax preparers can deliver final products TO clients via this section.

[LoveTax]

Intuit Link:
Add ability to add Sections for Templates in Intuit link (like Completed/Final Tax Returns), so preparers can deliver final products to this folder/section and clients can download documents shared BY tax preparers directly from Intuit Link without confusion.

Since clients went through the hassle of setting up user name/profile for Intuit Link and gathered all tax docs there, there would be logical for us, tax professionals, to be able to share final products with clients via the same Secured means of communication instead of password protecting final copies of tax returns and emailing/using other workarounds.

Basically, there is a need for a clearly marked separate section for tax preparers where we can securely share documents with clients.

[IntuitGabi]

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

[Captain_Rogers]

A continuation of this: When we go to "File Return" then "Print to PDF" -- it would be great if one of the options (along with Download Return PDF & Share PDF via Link) was Add PDF to Client Documents. This way we don't have to download it to a local drive and then upload it back into the client Documents folder.

When we go to Client then Documents, we can see (already sorted by year...thank you!) the documents they uploaded via Intuit Link, and we can see documents we have uploaded, such as prior year returns if they were not previously one of our client. This is a fantastic feature. I have been slowly working through my Google Workspace shared drives and moving all of my client files into Intuit Link.

My goal is a single-source solution. So thank you for this feature. Please continue to add ease-of-use capabilities to the client Documents section (like any shared drive) and to Intuit Link on the client facing side. In my opinion, and based on the way our clients have used the Google Workspace shared drives we have given them, Intuit Link should add just a few more capabilities to mirror a shared drive. Thus it becomes the clients one-stop for sharing, storing, and accessing all tax related documents year-after-year. The easier we make it for the client to use, more "familiar" and intuitive it is, the greater the retention, thus good for us and our partners at Intuit. 

Thank you!