itonewbie
Level 15
01-27-2021
08:54 AM
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- Log into Intuit Link for Accountants;
- Click on Firm Settings on the left panel;
- Click on the Email Templates tab on the dashboard; and
- Edit your existing template or create a new one.
If you send your organizers from 2019 Lacerte, I'm not sure if the changes you make to email templates there will flow through. You can certainly give that a try. But if you initiate the process within Intuit Link, your changes will definitely be reflected.
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Still an AllStar
Still an AllStar