Submitted by MerryWoman13 on 02-10-2021 11:53 AM
There are certain documents I want to load into document retention, not in the Intuit Link and sometimes I need to go review something. Or I want to switch between returns and the only way in to do that is to click Client and research for them. Or I want to double check that the information in the profile matches/is updated to the information I received via the Intuit Link. This button exists when I pull up a client and want to go back to the Client list, let me got back to the client profile from the return please!
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