Has anyone had a client return the "Intuit Link" tax information to you and instead it went to ANOTHER tax preparer??

Forum|Forum|5 years ago
March 3, 2021
1 reply
10 views

I was called by my client who informed me that she just received a call from a tax preparer who said that she received her information via intuit link!! I am very perplexed by this. I looked at my Link status and the client hasn't responded according to my software.

I proceeded to contact Lacerte support who left me on hold for 45 minutes and never came back. they have all my information and you would think they would try and contact me? I guess something like this is not a HUGE security issue in their minds!!

Any suggestions? I'm sure that makes all of us extremely apprehensive using Link!!

This topic has been closed for replies.

itonewbie

Level 15

Do you have a record of your client accepting your invitation this year?

Did your client accept an invitation for the same year from this other preparer?

---------------------------------------------------------------------------------Still an AllStar

H

HJAAuthor

Level 2

Do you have a record of your client accepting your invitation this year? Yes, on the client page in Link it says it was accepted by the client

Did your client accept an invitation for the same year from this other preparer? No never used the other preparer.

itonewbie

Level 15

That is scary! Intuit should audit what happened and give your as well as your client a full explanation, not the least because this breaches data privacy and security. Would be great if you could also share with us what may have been the cause so that we could all be aware. Thanks!

---------------------------------------------------------------------------------Still an AllStar

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