Skylane
Level 8
Level 8
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@GodFather    You asked about Intuit Link.   I've been using it for a few years and have  40-50 clients I  find it pretty effective and efficient once you figure out its quirks...  Trick is to develop a workflow that fits with the rest of the practices. 

If you have clients with the ability to scan and upload it's pretty useful. 

BTW -  Help desk tip & trick.....   When you need Tech Support... if you tell the automated system that you need help with Intuit Link you'll get a higher level tech... (Intuit link is one of the last things their techs get trained on so, you generally get someone more experienced...... shhhh

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