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Level 1
January 31, 2024
Question

Can a client have multiple emails for use in Link? (Husband and wife have separate emails)

  • January 31, 2024
  • 1 reply
  • 5 views

I have multiple clients where the Husband and Wife are both involved in their taxes and want their own logins for Intuit Link access.  Is this possible?  

When I follow the help path, it takes me through editing the client to update the email address field, but I only see one field which can be updated.  I know the e-signatures will go to multiple parties.  Hoping there is something similar for questionnaires/file uploads.

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    itonewbie
    Level 15
    January 31, 2024
    ---------------------------------------------------------------------------------Still an AllStar