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Hi, is there a way to invite multiple / bulk clients to Intuit link?

Level 2

I wanted to sent invitation to multiple clients at once.

I am a human being.
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1 Solution

Accepted Solutions
Level 15
  1. From the dashboard, highlight the clients to whom you'd like to send the invites;
  2. Click on Tools / Intuit Link / Invite client to Inuit Link
  3. Complete the remaining steps as prompted.
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Still an AllStar

View solution in original post

6 Replies 6
Level 15
  1. From the dashboard, highlight the clients to whom you'd like to send the invites;
  2. Click on Tools / Intuit Link / Invite client to Inuit Link
  3. Complete the remaining steps as prompted.
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Still an AllStar

View solution in original post

Level 2
Thanks for this response 🙂
I am a human being.
Level 15
NP :smile::smile:
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Still an AllStar
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Level 1

Please note that you can only send a MAXIMUM of 20 at a time!

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Level 1

It doesn't work - system will only let me process 1 at a time and that takes FOREVER!  

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Level 15

Intuit Link can function as a basic portal when it works but it glitches sometimes and is not the most user-friendly solution.  That's why some folks move away from it in search of greener pasture.

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Still an AllStar
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