Accountants can sign up to receive notifications from Intuit Link to inform them that their clients have been active answering questions and/or uploading documents in Link. The accountant will receive notifications via email at ~6:00 am if one or more of their clients were active in Link the day before.
When logging in to Intuit Link for the first time, you'll be asked if you want to opt in to receive email notifications to inform them when their clients have been active in Intuit Link.
To start receiving email notifications, slide the Opt In bar over to the right and enter the email address where to receive the notifications from Intuit Link. Then, click Save to save your preferences.
To opt out from receiving notifications from Intuit Link, slide the bar over to the left. When notifications are turned off, the word NO will appear.
To receive the daily notifications on multiple email addresses, click Add Another and enter the desired email address. There is no limitation on the number of email addresses that can be added.
To change your notification preferences later:
- Click Firm Settings in the left panel.
- Go to section titled Client Activity Emails.
- Make you desired changes. To opt in, slide the bar over to the left. To opt out, slide the bar over to the right.
- Then click Save.
Accountants will receive an email similar to the one below if one or more of their clients have been active in Intuit Link on the previous day.
To view the active clients:
- Click View Client's Activity.
- This will take you to the Link Overview page where the client list will be sorted by Last Activity. To view the client's responses, click Review under the Actions column.