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Who can delete questionnaires and documents that the accountant or tax expert shares in Intuit Link for ProSeries?

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Level 1

I believe that it is still the case that only clients can delete documents that they have uploaded to Intuit Link for ProSeries (I'd be grateful if anyone could confirm this), but what is true of documents and questionnaires initiated by the accountant or tax expert? Can they delete their own uploads / creations? We ask this as a UK-based firm who has data Protection responsibilities to consider (and meet) in respect of all client personal data that is processed in completing a US return.

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Level 12

Did you look at the topic where you first asked this same question?

https://accountants-community.intuit.com/questions/1889520-is-it-still-the-case-that-only-the-client...

Because it helps to keep the discussion in the same topic you already started. I will close this duplicate.


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"Level Up" is a gaming function, not a real life function.

View solution in original post

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Highlighted
Level 12

Did you look at the topic where you first asked this same question?

https://accountants-community.intuit.com/questions/1889520-is-it-still-the-case-that-only-the-client...

Because it helps to keep the discussion in the same topic you already started. I will close this duplicate.


*******************************
"Level Up" is a gaming function, not a real life function.

View solution in original post

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