I am learning about Pro Series Link and am wondering if I am able to send a completed 1040 to the client via Link?
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Inuit Link does not have this specific functionality built in (except for ProConnect Tax Online) but here is how it could work:
If you are using eSignature, you should refer to the instructions in this article instead:
Oh, one more step... make sure you click on the Notify Client button when you're back on the dashboard, so that a message will be emailed to your client about the new item he/she will need to action on.
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