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Client Tax Organizer
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Hub
Level 4
01-16-2023
01:07 PM
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I subscribed to the tax organizers this year hoping to be able to upload them to Intuit Link for my clients to complete if they desired. I have the organizers prepared but do not see where or how to upload them to the Intuit Link portal and then invite my clients to the link.
Is there a way to upload that I am missing, or is it just not possible to send client organizers via Intuit Link.
Thank you for your help
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1 Comment 1
ctalleycpa
Level 3
4 weeks ago
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I have the exact same question. I want to upload organizers to Link so my clients can retrieve them from there but have had the same result. Did anyone ever respond to your question?
