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Level 3
February 16, 2024
New

Intuit Link needs fixes

Related products:ProSeries
  • February 16, 2024
  • 1 reply
  • 5 views

Intuit Link needs following corrections: 1_Initial "Create an Account" should not be so tiny, as clients have difficulty finding. _2_Inappropriate to send clients to "Protect Your Clients; Protect Yourself page and make them push blue button "Got It" to get in. _3_My client couldn't push blue button as red circle with line through it on this page _4_Cannot add new document requests to checklist, but must delete and send new request-ridiculous._5_When sending a PDF from partial print/Share PDF via Link, it doesn't allow text note of what sending for._6_Filter by Status should not show "Completed" until preparer chooses status, not when client has filled out request._7_Filter by Status should default to all boxes checked.  Allow preparer to choose display.  I thought I had lost one client's responses after they completed the link.

1 reply

KFCPAAuthor
Level 3
February 27, 2024

Also currently, Intuit Link can only be associated with only one email, and that email address can only be linked to one type of return. Therefore, the link cannot be sent to both husband & wife. Also therefore, the link cannot be sent to same email address for both a 1041 trust return and 1040 return. I had to complete the 1041 link/delete link/then resend link to same email address for 1040 return. Frustrating!