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February 18, 2026
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remove prior cpa from intuit link

Related products:Lacerte
  • February 18, 2026
  • 0 replies
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Give taxpayers the ability to remove prior CPA from Intuit Link.  Having clients switch between the old CPA and new CPA is frustrating for the client.  Prior CPA is out of business, no longer uses Lacerte, but data from 7+ years ago is till present.