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It worked!!Thank you for providing the guidance - really appreciate it.
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Yes - the client did use the Link that he received in the email to create the account.Now that client has created the Intuit Link account, I doubt he can undo i...
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No - this is the first time the client is using Intuit Link.
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The client created an account using the link providedOn the screen it shows that there are 84 "To Do" items for the clientAlso shows the Tax Preparator's name i...