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Level 2
February 15, 2025
New

Permanent delete Intuit Link Clients

Related products:Lacerte
  • February 15, 2025
  • 0 replies
  • 1 view

Intuit Link rolls over prior year clients even if you have not used the Link for years.   Clients remain active and some have received invite emails for 2024 year.  

The only option is to make inactive but leaves the clients data on the web as inactive - I don't need that exposure.