Skylane
Level 11
Level 11

I assume you’re talking about Intuit link. Yes, you have to manually upload the returns into the portal… print a copy of the returns to file. You need one for your records anyway drag and drop into the portal and send a notification. There are notification templates that you can design. I.e. ‘ hey client, your returns are in the portal. Check them out. I’ll send you a DocuSign under separate cover. Please sign when you’re satisfied and ready to file. Call with any questions. Don’t forget to pay me.”

The whole process takes less than a minute. Probably the best feature of Intuit Link.

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