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Level 2
December 19, 2025
New

Intuit Link invite should open the ability to access all years for client doc upload

Related products:ProConnect
  • December 19, 2025
  • 1 reply
  • 7 views

It is very frustrating when doing multiple year returns for a client and you have to send a intuit link invite for each year in order for them to send you documents for that year and for them to see what you share with them. You should be able to send a link invite to a client and that gives them access to any year they need to choose to upload. It is also frustrating to the client that they can't just pick a year and go...they have to create an "account" essentially to access to each year they need done. The link should be like a portal that gives them access to all.

1 reply

sjrcpa
Level 15
December 19, 2025

But it's not a portal. It's Intuit's piss poor let's give them something instead of a portal.

The more I know the more I don’t know.