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Intuit

Downloading Client Responses and Documents in Intuit Link

Intuit Link gives preparers the ability to download responses and documents that a client has uploaded into a single file. The preparer can save the file to their document management system or as a backup copy of client responses and documents.

Intuit Link allows documents to be downloaded in two formats:
  • a .zip file
  • a .csv file (MS Excel)
Downloading Responses and Documents to a .zip File
Note: one or more documents must have been received from a client to permit the downloading function.
Navigate and log on to the Intuit Link site.
Select the "Clients" link on the left-side menu; the list of clients displays:
User-added image
Click on the individual client's name; the client list of all provided documents displays:
User-added image
Click the "Download All Files (.zip file)" link above the list of documents, as illustrated in the following screenshot:
User-added image
The status window automatically displays, indicating the archiving process has started:
User-added image
The status window automatically displays, indicating the archiving process has completed:
User-added image
The downloaded file is accessible from the bottom pane of your web browser, as illustrated in the following screenshot:
User-added image
Note: there is a 300-megabyte file size limit on any .zip file that is being created.
Downloading Responses and Documents to a .csv File
Note: one or more documents must have been received from a client to permit the downloading function.
Navigate and log on to the Intuit Link site.
Select the "Clients" link on the left-side menu; the list of clients displays:
User-added image
Click on the individual client's name; the client list of documents displays:
User-added image
Click the "Download Responses (.csv file)" link above the list of documents, as illustrated in the following screenshot:
User-added image
The .csv file downloads, accessible from the bottom pane of your web browser, as illustrated in the following screenshot:
User-added image

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