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Level 4
December 1, 2021
Question

In Intuit Link the client activity says "Client Updated 3 document requests", yet nothing shows on my side

  • December 1, 2021
  • 1 reply
  • 7 views

My client used Intuit Link last year, so she knows how it works.  She uploaded 3 documents, and I see in client activity that she did so, however neither she nor I can see the uploads.  Is there something new this year that we do

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1 reply

Just-Lisa-Now-
Intuit Community Champion
December 1, 2021
Ive never used Link, but if this is for 2021, that may be why its not working properly yet.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Level 4
December 2, 2021

When we open Link now, it says TY21, so we are assuming it is already open for clients to use.  I cannot find anything on the Intuit website or the Link website that says we can't use it yet.

ljr
Level 9
December 2, 2021

Did you check the year? They might have uploaded it back under 2020. I use link and I've had to go search for files. I haven't tested 2021 yet. Way to early for that. I'm not "sending" current year link requests until closer to tax season.