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Zak
Level 1
December 16, 2025
New

Intuit Link

Related products:Lacerte
  • December 16, 2025
  • 0 replies
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Intuit Link allows only one client to login and upload documents. We have many clients where both spouses want to upload documents. It'll be super helpful to allow more than one user to be able to upload documents. At least 2 people in case of MFJ clients. My circle of professionals and I have been trying to get this implemented, but it has not happened yet.

 

If you need details, please reach out to me at 925-977-7784 or zak.s@capitaltax.com. My name is Zachary Sahar. Thanks.

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