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- I need to send Intuit Link invites to a client AND her attorney. How do I do this?
I need to send Intuit Link invites to a client AND her attorney. How do I do this?
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morley_p-msn-co
Level 1
08-30-2021
10:36 AM
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1 Comment 1
George4Tacks
Level 15
08-31-2021
11:57 AM
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I do not think you can (or should) do that in the program. Even if you could you would need written permission from the client to share all information and that is generally not a real good idea. Once the client gets a copy of the completed return, they can then share it with their attorney.
Here's wishing you many Happy Returns
