SusanA
Level 2

I've only used Intuit Link, and I agree with you that there was a lot of back and forth with a particular client, and the client was not happy with the extra time spent/billed.  We went back to paper organizers for them the next year.  

Out of hundreds I only use it for one out-of-town client.  We have our own portal now, so not much benefit using Intuit Link with the extra hassle.