Link - does it send the traditional organizer

Forum|Forum|4 years ago
April 10, 2022
1 reply
17 views

I rarely use Link.

Is there a traditional organizer that is sent to the client?

I see the questionnaire and the documents he uploaded but I am not seeing an organizer.

Wouldn't this be useful for the client and the preparer? The client needs to see the prior year amounts and I don't know if they are seeing those, especially a list for estimated payments.

Intuit Link

This topic has been closed for replies.

Best answer by itonewbie

No. But you can always create a customized document request and upload the traditional organizer your want your client to complete.

itonewbieAnswer

Level 15

No. But you can always create a customized document request and upload the traditional organizer your want your client to complete.

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

S

strongsilenceAuthor

Level 10

Thanks Iton.

I'm embarrassed because I need to keep asking the client for information.

This information could have been easily and efficiently delivered using a paper organizer. My fault for not learning Link before giving it to the client.

itonewbie

Level 15

@strongsilence Glad you find my response helpful. Honestly, I don't like Link as an organizer although it can certainly be a functional client portal. Those generic questions are a nightmarish halfway house and will just trigger a whole lot of unnecessary back-and-forth, unless, of course you're dealing with very simple returns.

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

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