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adding cover letter to Link

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joelcard
Level 2

How do I upload a client cover letter to the Link?

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5 Replies 5
All-Star

Which tax product do you use Link with?

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“You don’t need to see his identification…These aren’t the droids you’re looking for.”
joelcard
Level 2

Proseries

All-Star

To send any document to your client other than the Checklist and Questionnaire, you will need to log into Link.  Detailed instructions for sharing documents with your clients can be found in this article.

https://proconnect.intuit.com/community/help-articles/help/how-to-attach-documents-to-send-to-a-clie...

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“You don’t need to see his identification…These aren’t the droids you’re looking for.”
joelcard
Level 2

That's perfect! Thank you so much! Have a good tax season.

All-Star

@joelcard No problem.  Same to you!

If the suggestion solves your problem, please consider marking it as a solution to help others who may have similar questions.

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“You don’t need to see his identification…These aren’t the droids you’re looking for.”