brettlin
Level 3
09-17-2020
12:58 PM
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Hi,
We have Intuit Link in the Lacertes and we can access the client's portal and documents with the link provided on the main Client's tab. But I cannot seem to figure out how to print a client copy of their tax return to PDF and have it upload to their folder in Intuit Link. The only option I seem to be able to upload to directly from Lacerte is Smart Vault. What gives? Am I missing something? There isn't an option to print to Intuit Link?