Accepted e-file returns should automatically share with clients via Intuit Link

[hunterchamberlain]

My understanding is that you need to download files and then upload them to shared files in Intuit Link in order for client to gain access to them via the client portal. Is this correct? If so, can intuit please add a feature that allows tax preparers to automatically share tax returns with clients in Intuit Link when e-filing? Also, is there a way to share other documents without having to upload them twice or download and then upload to shared documents? There should be a share button/option for all firm documents (see attached image).

[Anonymous]

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.