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February 7, 2023
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Please change Intuit Link status display!

Related products:Lacerte
  • February 7, 2023
  • 0 replies
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Lacerte - I hate the change to Intuit Link process. I used to be able to look at the display and see which clients had received the link for the tax year. I know they don't need a new link each year, but most don't remember how to get to the portal. And I use the link I send as a way to touch base. Please change it so we can tell from the display if we've sent a link for the current year.

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