All Collections
Client tasks
FAQs
Are uploaded documents in client tasks secure?
Are uploaded documents in client tasks secure?

Client tasks in Intuit Practice Management powered by Karbon, keep any shared files and documents completely secure.

Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

Yes. The documents that your clients upload via client tasks are not able to be downloaded via the link to Intuit Practice Management that you have provided to your client. This ensures the documents are only accessible inside your Intuit Practice Management account.

Intuit Practice Management undergoes regular security reviews to ensure the protection of customer data and documents.

Did this answer your question?