Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Sign In
Products
Lacerte
ProConnect
ProSeries
EasyACCT
QuickBooks Online Accountant
Workflow Tools
Intuit Tax Advisor
eSignature
Hosting for Desktop
Intuit Link
Pay-by-Refund
QuickBooks Discounts
Learn & Support
Sign In
Products
Lacerte
ProConnect
ProSeries
EasyACCT
QuickBooks Online Accountant
Workflow Tools
Intuit Tax Advisor
Practice Management
eSignature
Hosting for Desktop
Intuit Link
Pay-by-Refund
QuickBooks Discounts
Contact Us
Sign In
Learn & Support
Topics
Account management
E-File
Forms
Get ready for next year
Get started
Settings and printing
View all articles
Training
Community
Product Help
Lacerte
ProConnect
ProSeries
EasyACCT
Industry Discussions
COVID-19
Tax Talk
Practice Advice
User Groups
Lacerte SDK Group
Community Suggestions
Discover
Community Basics
Resources
Tax Pro Center
Tax Practice Resources
Created with Sketch.
IRS announces tax year 2025 e-file start dates. Learn more
here.
Learn & Support
Topics
Account management
E-File
Forms
Get ready for next year
Get started
Settings and printing
View all articles
Training
Community
Community
Product Help
Lacerte Tax
ProConnect Tax
ProSeries Tax
Intuit Tax Advisor
EasyACCT
Hosting for Lacerte & ProSeries
Pay-By-Refund
Industry Discussions
Tax Talk
Practice Advice
User Groups
Lacerte SDK Group
Community Ideas
ProSeries TY25 Early Release
Discover
Community Basics
Events
Resources
Tax Pro Center
Tax Practice Resources
Created with Sketch.
IRS announces tax year 2025 e-file start dates. Learn more
here.
Intuit Accountants Community
:
About clphillipscpa
clphillipscpa
Level 1
Activity Feed
Posts
Replies
Is there a way to delete documents from Intuit Link or to delete the client?
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. i...
clphillipscpa
1
Dec 07, 2019
Community Stats
Posts
1
Solutions
0
Cheers Given
0
Cheers Received
0
Member Since
12-07-2019
Latest badges earned
View all badges
