Level 4

Question

Intuit Link-Message regarding messages and comments

Forum|Forum|6 years ago
May 7, 2020
5 replies
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I logged into Intuit Link today and saw this message.

Comments and messages at task level will not be available post 5th of July 2020. If needed, please save your comments and messages for future reference.

Anyone know what this message means? Can we not use Intuit Link to communicate with our clients up until October 15th??? Or even July 15th?

In addition to the ESignature issues, the other tool I have been using extensively to get information from clients is going away before returns are due?

Intuit Link

This topic has been closed for replies.

itonewbie

Level 15

@IntuitAustin @IntuitBettyJo Hi, Austin and BettyJo, could you please shed some light on what users of Intuit Link should expect? This is the second question on this in a day.

There is an alert in Intuit Link for Accountant but there is no info about what users should do or what they can expect (see screenshot below). If this feature is going away, users may need to take action now to archive the threads, consider how this will impact their worfklow going forward, and how to communicate this to their clients.

Thanks!

@lisa10You may like to keep track of the development here. Hopefully, the helpful moderators will give us an update soon.

https://proconnect.intuit.com/community/lacerte-discussions/discussion/intuit-link-message/01/83865#M16073

---------------------------------------------------------------------------------Still an AllStar

George4Tacks

Level 15

My translation of that wonderfully worded message is "The 4th of July fireworks will blow up everything, so if these are important to you, save your comments and messages on some form of backup device."

EDIT My guess is that it has to do with the end of Intuit's fiscal year.

Answers are easy. Questions are hard!

M

monarobinson

Level 2

We are also concerned with the meaning of this message.

I am hoping for a quick response from Intuit.

I am curious, also, regarding other firms practices regarding saving client responses in LINK.

Currently, we are printing/saving client responses.

The LINK export function is available, but difficult to make usable.

It is my understanding that Intuit LINK has no backup capabilities.

Thank you.

itonewbie

Level 15

Link was never meant to be any firm's or taxpayer's DMS. It's a portal that's controlled by Intuit and made available to ProConnect users but only those with current subscription. If you don't have a current subscription, you will lose access to Link for all years, period. For this reason alone, you should always download your data from Link.

The best way to download discussion threads and documents from Link will be as a ZIP file. The discussion threads would be saved as a CSV file that's actually quite easy to follow (except Intuit should really restore the records of actual dates instead by reference to the number of days or months ago, which loses meaning without a base date to compare against).

Link is backed up automatically by Intuit. The risk of losing your data is low. However, the backup is only for Intuit's benefit, not yours. If you accidentally deleted your data, Intuit has no obligation to help you restore anything from backup copies they maintain.

---------------------------------------------------------------------------------Still an AllStar

S

sagarcpaAuthor

Level 4

I understand the premise and I have been downloading the csv file with the messages and responses when they are done with their uploading and I work on the client's return. What I don't understand is why July 5th? Especially since returns aren't due until July 15th. I will have clients uploading until the last minute...We all have clients like that. Am I supposed to find another way for them to do that after July 5th? This is the communication I am looking for.

IntuitBettyJo

Community Manager

Hi there,

I apologize for the delay. As a part of an internal migration taking place, comments and messages at the task level will not be available post 5th of July 2020.

Comments and messages can be downloaded from the Link on a per-client basis. Instructions on how to do so here: Common questions about using Intuit Link

I hope this clears up any confusion.

Betty Jo

S

sagarcpaAuthor

Level 4

Yes, please provide more information about how Link will work after July 5th. The last thing any of us need in the last 10 days of "tax season" is confusion with our clients as how to receive communications from them. Will the messages and comments be available at all or in a different way? This is the first year for me for ESignature and IntuitLink, both features that were supposed to save me time and allow me to concentrate on preparing returns. This is not the case for either. Very disappointed in both services and the communication from ProSeries.

IntuitBettyJo

Community Manager

Hi there,

I Just wanted to give you an update. The comments and messages are still going away on 07/15/2020. Our content team is currently working on creating the new "How to" guides for Intuit Link Updates to come. I will let you know when that piece of content is available.

Cheers!

- Betty Jo

D

dbarker

Level 3

Hi Betty Jo,

Would you happen to have any information on the ability to add request templates in Intuit Link? You used to be able to add to templates containing multiple requests to a clients portal, but that is no longer available. You can now only add 1 request at a time.

Thanks,

J

JoNewfield

Level 2

If we have clients on extension then are we not able to use the link for uploading the preliminary returns to them because it is going away? Or will there be something else taking its place?

George4Tacks

Level 15

I am sure all will be clear when @IntuitBettyJo gets here content teams new illustrative missives out for all to see.

Answers are easy. Questions are hard!

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