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September 18, 2025
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Intuit Link Recommendations

Related products:Lacerte
  • September 18, 2025
  • 0 replies
  • 6 views

As others have previously mentioned, the following suggestions would make the Link client platform much better: 

1. you should be able to delete client data - totally delete the file and all of its contents. 

2. you should be able to add more than one email to a file, especially for MFJ taxpayers. 

3. there should be a section to account for quarterly estimated payments for federal and states. 

4. the list of documents turned in the PY should roll over so the client can make sure they are not missing any documents.