Skylane
Level 11
Level 11

@david3 

I've been using Intuit Link for about 5 years. Works pretty well for about 85-90% of those who try to use it. I'm able to manage and integrate the Intuit Link client workflow with all the others.  BUT, like everything else 'Intuit', there are flaws and coulda woulda shoulda done it betters.... but for Intuit, I'd say good 'nuf

I wouldn't rely on IL as a file system. Nice that it retains data and returns by tax year but I won't rely on it. 

It's certainly better than sending password protected encypted pdfs

 

If at first you don’t succeed…..find a workaround