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Is there a way to delete documents from Intuit Link or to delete the client?

clphillipscpa
Level 1

I am not comfortable keeping the documents on my client's Intuit Link portal.  This particular client is deceased and her executor wishes to have them deleted.  is there a way that I can delete them?  Or is there a way that the executor can delete them?  And if so, if they cannot remember their login information, is there a way for them to recove that?  

Thank you!

Cheryl

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1 Comment 1
George4Tacks
Level 15
@Intuit BettyJo could you see if this is still the case https://accountants-community.intuit.com/questions/1681503-question-how-do-i-delete-documents-from-i... i.e. NO WAY TO DELETE

Here's wishing you many Happy Returns
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