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Level 1
January 28, 2024
Solved

Client ID Verification

  • January 28, 2024
  • 1 reply
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Is it common or acceptable practice to request client identity verification documents via Intuit Link?

    This topic has been closed for replies.
    Best answer by itonewbie

    Whether it's common, I can't say because some meet clients in person while others work with theirs remotely and many use something other than Intuit Link for client portal.

    But yes, it's acceptable so long as you keep what you collect secure.

    1 reply

    itonewbie
    itonewbieAnswer
    Level 15
    January 28, 2024

    Whether it's common, I can't say because some meet clients in person while others work with theirs remotely and many use something other than Intuit Link for client portal.

    But yes, it's acceptable so long as you keep what you collect secure.

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