I wish there was an add-in for Intuit Link to Outlook.
It would be great to be able to attach a clients secure link and embed it to an email when following up for sensitive information.
As it is now, I need to tell the client to upload through their Intuit Link profile. It would be effecient if I could provide a link for them to upload to directly via email.
Love to hear if there is something like this already available.
Thanks to anyone for your help with this or advice.
Nabil Boulett - Billy
[email address removed]
But there's no direct link for upload. They always need to log in and navigate to the particular item under Document Checklist for the respective tax year to upload. It's as good as you sending the following URL to your client, except your client will need to type in the User ID himself/herself:
Still an AllStar