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- Is there a way to delete documents from Intuit Link or to delete the client?
Is there a way to delete documents from Intuit Link or to delete the client?
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clphillipscpa
Level 1
12-07-2019
09:32 AM
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I am not comfortable keeping the documents on my client's Intuit Link portal. This particular client is deceased and her executor wishes to have them deleted. is there a way that I can delete them? Or is there a way that the executor can delete them? And if so, if they cannot remember their login information, is there a way for them to recove that?
Thank you!
Cheryl
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1 Comment 1
George4Tacks
Level 15
12-07-2019
09:33 AM
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@Intuit BettyJo could you see if this is still the case https://accountants-community.intuit.com/questions/1681503-question-how-do-i-delete-documents-from-i... i.e. NO WAY TO DELETE
Answers are easy. Questions are hard!
Answers are easy. Questions are hard!
