Client Portal

Secure document sharing with Intuit Link

Saad Siddiq, CPA uses Intuit Link, a secure client portal provided by Intuit, to collect and exchange client documents in a controlled, encrypted environment.

The portal is designed specifically for accounting and tax engagements and allows clients to upload documents, respond to requests, and share sensitive information securely—without relying on email or unencrypted file transfers.

This approach supports confidentiality, efficiency, and audit-ready documentation practices.

What you can do in the client portal

Through Intuit Link, clients can:

  • Upload tax, accounting, and financial documents securely
  • View and respond to document requests in one centralized location
  • Reduce email back-and-forth and document version issues
  • Maintain a clear, organized record of shared materials

Access is provided only to authorized parties involved in your engagement.

Confidentiality, privacy, and professional standards

Saad Siddiq, CPA is committed to protecting client information in accordance with:

  • AICPA Code of Professional Conduct (ET §1.700 – Confidential Client Information Rule)
  • Applicable federal and state privacy obligations
  • Professional standards governing tax and accounting services

Client documents are not stored on this website. All document transmission and storage occur within the Intuit Link portal environment.

Intuit security and data protection

Intuit Link incorporates administrative, technical, and physical safeguards designed to protect client information, including encryption and access controls.

For additional information, please review:

Use of the client portal is subject to Intuit’s applicable terms, privacy policies, and security practices.

Accessing the portal

Clients will receive an invitation to Intuit Link when document collection is required as part of an engagement.

If you believe you should have access or need assistance, please contact Saad Siddiq, CPA directly.

Important disclosure

Use of third-party platforms, including Intuit Link, does not alter the nature of the professional engagement. Saad Siddiq, CPA is not responsible for the operation, availability, or security controls of third-party systems, which are governed by their own terms and policies.

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