Rherman21
Level 2
06-22-2022
02:57 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Is there a way to setup auto-reminders for clients using Intuit Link, to prompt them weekly/monthly to access their Link? Or bulk send requests?
Referring to this FAQ, there appears to be a function, however our Link platform does not show these features - is this an upgrade? Something different? We use the ProConnect integration.
https://proconnect.intuit.com/support/en-us/help-article/tax-organizer/common-questions-using-intuit...
Thank you
Labels