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Intuit Link Improvement

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Intuit Link Improvement

Chrisakhidenor

Intuit Link features needs improvements. I use another program that have good client interactions through the portal. In that program, a fillable tax organizer which includes the engagement letter and checklist for all tax returns, not just 1040 can be sent to clients securely. They have different organizers for new clients, returning clients, 1040, 1065, 1120, 1120S, 990, etc. The tax preparer simply selects the appropriate organizer to send to the client. Clients can also upload information securely. Proseries does not allow the tax preparer to send fillable organizer via Intuit Link, it has to be sent through email. As you know, confidential information should not be sent through email. I can password protect the file, but the client will not be able to password protect the file when returning it.

 

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

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IntuitGabiU
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

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