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Intuit Link - Client Notification to Tax Preparer - needs two choices
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Intuit Link - Client Notification to Tax Preparer - needs two choices
Intuit Link - Client Notification to Tax Preparer - needs two choices
Submitted by MJP_CTM on 01-26-2024 03:47 PMIn Intuit Link, from the client (taxpayer) viewpoint, they need to see two choices at the bottom of their screen.
1) Save and Finish Later
2) Done and Ready for Tax Prep
As it is today, with only one button, the clients hit the "Mark as Done" button every time they are in Intuit Link, even though they have not finished uploading all of their tax documents.
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