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Just starting t take advantage of intuit link this year as a way for clients to send data to us.
Is there a way to make custom status for the Client in intuit link? For instance I would want to flag the client with who the assigned prepare will be? It will let us know that the client is already being worked by someone.
Also would be nice to mark files as already ready/downloaded so you can easily identify files that you have already reviewed/worked on.
I have not been able to find any way to do this. Is it possible? If so how?
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What you're asking for is CRM and practice management kind of stuff, which Intuit Link is not designed to handle. It is only a very basic client portal, nothing more, nothing less. There is also no custom status in Intuit Link. The status you see is standardized and computed based on progress made in each item.
If these are the features you need, you probably will need to look somewhere else for a third-party application/portal.
Still an AllStar
