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Where can I find full details of how the direct download of data from financial institutions works in Intuit Link for ProSeries?

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Level 1

I work for a Tax and Accountancy firm in Scotland that helps clients file their US returns. We currently use ProSeries and we're looking at utilising Intuit Link for ProSeries. I've researched the product quite extensively across the website, but cannot get sufficient information about one aspect of it:  the uploading of client data directly from the 'financial institutions'. We'd like to know firstly, what this feature actually is; secondly, who are these financial institutions and thirdly; who can use the feature? In one entry on the website it says that the client uploads this information for the agent to view / collect, but elsewhere on the site it suggests that the agent of the client can do it directly. Which is true? If we, the agent, can access it directly, then how is this done and what processes are involved in securing the necessary permissions from the client (and presumably from the relevant financial institution too) to do it?

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Level 15
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Thanks George4Tacks. I'll look into these. Apologies for not replying sooner, but I wasn't at work yesterday. By the way, has your problematic experience of Link been an 'in general' thing, or specific to a particular aspect?
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Level 12

And how about this topic, pointing out there is no actual Delete? That function needs to meet your local legal requirements, such as Right to be Forgotten, so make sure it functions as you need it to function.


https://accountants-community.intuit.com/questions/1681503-question-how-do-i-delete-documents-from-i...


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"Level Up" is a gaming function, not a real life function.
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Thanks qbteachmt, I'll look into this too. As you rightly point out, this is a very important thing, as, under the UK / EU General Data Protection Regulations (GDPR), we too are obliged to have clear retention and disposal policies in respect of Personal Data, driven by legal obligations to only collect data for the purposes for which it's intended and keep it only for so long as that purpose exists. I'm surprised that Intuit don't have this function (or at least it isn't front and centre as an option) as they are subscribers to the mutually agreed EU - US Privacy Sheild which is built upon GDPR compliance.
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