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Download client responses and documents in Intuit Link

by Intuit Updated 1 year ago

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

Download responses and documents to a .zip File

Note: One or more documents must have been received from a client to permit the downloading function.

1. Navigate and log on to the Intuit Link site.
2. Select the Clients link on the left-side menu; the list of clients displays.

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3. Select the individual client's name; the client list of all provided documents displays.

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4. Select the Download All Files (.zip file) link above the list of documents.

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5. The status window automatically displays, indicating that the archiving process has started.

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6. The status window automatically displays, indicating the archiving process has completed.

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7. The downloaded file is accessible from the bottom pane of your web browser.

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Note: There is a 300-megabyte file size limit on any .zip file that is being created.

Download responses and documents to a .csv file

Note: One or more documents must have been received from a client to permit the downloading function.

1. Navigate and log on to the Intuit Link site.
2. Select the Clients link on the left-side menu; the list of clients displays.

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3. Select the individual client's name. The client list of documents displays.

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4. Select the Download Responses (.csv file) link above the list of documents.

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5. The .csv file downloads is accessible from the bottom pane of your web browser.

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