Showing results for 
Search instead for 
Did you mean: 
Created with Sketch. Click here to learn more about upcoming webinars for ProFile.
Created with Sketch. Watch the recording of our ProFile eSignature Feature Demo.
ProFile Help

Locking Responses Completed by the Client in Intuit Link

Preparers using Intuit Link can "lock" requests that clients have completed. When a request has been locked by the preparer, the client cannot change their responses without the response being "unlocked" by the preparer. 
Note: only requests completed in Intuit Link by clients may be locked.
Locking Responses by the Client
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
Identify the client whose request has been completed and is to be locked (e.g. "chow, Jason"):
User-added image
Click the "Review" option arrow in the "Actions" column of the client; a list of options displays:
User-added image
Select the "Review" option; the client's details display:
User-added image
Identify the request(s) to be locked; click the checkbox in the lock User-added image column that corresponds to the request, as illustrated in the following screenshot:
User-added image
The client request entry is now shaded, indicating that the request has been locked.
Note: A client's response can be unlocked only by the preparer.

Was this helpful?

You must sign in to vote, reply, or post