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M
morley_p-msn-com
Level 1
August 30, 2021
Question

I need to send Intuit Link invites to a client AND her attorney. How do I do this?

  • August 30, 2021
  • 1 reply
  • 5 views
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1 reply

George4Tacks
George4Tacks
Level 15
August 31, 2021

I do not think you can (or should) do that in the program. Even if you could you would need written permission from the client to share all information and that is generally not a real good idea. Once the client gets a copy of the completed return, they can then share it with their attorney. 

 

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