itonewbie
Level 15

Another important point about the use of Intuit Link: It functions well as a basic client portal but do not expect that to be your repository of client data and documents.  Your access to Intuit Link for any and all years is tied to you having a current year subscription.

If you do not renew your subscription for Intuit's tax products, you will lose access to everything you have in Intuit Link.  Intuit may also decide to archive prior year data at some point.

It would, therefore, be in your interest to periodically download your client correspondence and documents from Intuit Link and not rely on that as a repository of your clients' data and document beyond the completion of their returns.

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Still an AllStar