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Who can delete questionnaires and documents that the accountant or tax expert shares in Intuit Link for ProSeries?

Forum|Forum|6 years ago
December 7, 2019
2 replies
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I believe that it is still the case that only clients can delete documents that they have uploaded to Intuit Link for ProSeries (I'd be grateful if anyone could confirm this), but what is true of documents and questionnaires initiated by the accountant or tax expert? Can they delete their own uploads / creations? We ask this as a UK-based firm who has data Protection responsibilities to consider (and meet) in respect of all client personal data that is processed in completing a US return.

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Best answer by qbteachmt

Did you look at the topic where you first asked this same question?

https://accountants-community.intuit.com/questions/1889520-is-it-still-the-case-that-only-the-client...

Because it helps to keep the discussion in the same topic you already started. I will close this duplicate.

qbteachmtAnswer

Level 15

Did you look at the topic where you first asked this same question?

https://accountants-community.intuit.com/questions/1889520-is-it-still-the-case-that-only-the-client...

Because it helps to keep the discussion in the same topic you already started. I will close this duplicate.

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Level 15

This may hold the key https://accountants-community.intuit.com/questions/1712088-how-do-i-delete-a-document-in-clients-folder

Answers are easy. Questions are hard!