jpfinancial's Posts

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jpfinancial's Posts

Thank you, thank you, thank you!  
Hahaha!  How do I do THAT? 🙂
Yes!  I think I am. 🙂   And I think I just answered my own question.  I have to use the the Invite on the Intuit Link site.  I think I'm good! 🙂  
I haven't used the Online Portal yet.  How do I get to it, and how do I give my clients access to it?
Thank you!!!