Intuit Link - Clients Accessing Mobile App to Add Documents in Pro Series

Forum|Forum|3 years ago
February 12, 2023
1 reply
12 views

I'm a new CPA user of Intuit Link this tax season and can't find the mobile app that clients are supposed to be able to use to upload pictures of their tax documents. The instructions say to find Intuit Accountant but there is no such app on my phone. Any ideas?

ProSeries Professional

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Skylane

Intuit Community Champion

I’m not aware of an app and couldn’t find one. I access Intuit Link from my mobile devices through Safari. Works fine.

I Just tried uploading a photo from my iPad. Works great!

I imagine clients can do the same. Thanks

If at first you don’t succeed…..find a workaround

C

CPAAllyAuthor

Level 3

my issue is the instructions provided indicate to go on your phone to Intuit Accountant which doesn't exist. I tried to copy and past the instructions here but they wouldn't upload. Thanks for your reply. I did the same thing but that is not what is being given to the client as instructions.

C

CPAAllyAuthor

Level 3

The instructions that are listed aren't clear when they say to access Intuit Accountant on your mobile phone to upload pictures. The only way I can find to upload pictures via a mobile device is through the website link.intuit.com. I have spent hours trying to figure this out so please fix the instructions for the client to make this clear.

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