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Intuit Link tax client

Level 1

Client can not view any To Do list or documents sent by the accountant. Only thing client can see his profile and the accounting firm that the client is connected with. Is there any problem with intuit link???

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2 Replies 2
Level 15

Is your client logging into Link using the email address associated with QBO or PTO?

Did your client's email address change from a prior year?

Still an AllStar
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Level 1

Yes client logged in with the email that are used to invite. 

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