itonewbie
Level 15

You can't setup templates in VeriFyle because it's not meant to be an "organizer" (which Intuit Link is really not despite how they market it as such) but a secure portal for data gathering and collation.  You can create various items for EL, organizer, as well as questions and answers, which means all responses and correspondence related to each item will be compartmentalized and organized.  There is an audit trail for each entry (which Intuit Link does not in spite of the Act as taxpayer function posing a potential risk in case of challenges from taxpayers).  VeriFyle Pro even has a built in function for F.8879-compliant electronic signatures.

In case you are still looking for solutions for login issues related to Intuit Link, the following discussions may be of help to you:

https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/re-client-login/01/115565...

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/link-telling-the-client...

https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/re-intuit-link-client-dea...

 

 

---------------------------------------------------------------------------------
Still an AllStar
0 Cheers