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Lob
Level 1
01-12-2024
05:35 PM
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Started using Intuit Link in 2022. When I invited clients I was able to check the box to have the checklist attached to their account. Now in 2023, those clients show up in the Intuit Link client list but I can't find a way to add the 2023 checklist to their account. When I select those clients, their Requests is blank. How do I add the Questionnaire, Engagement letter, Checklist to old clients? If I add a new client to Intuit Link I have the option of adding Questionnaire, Engagement Letter, and Checklist.
If I use the Add Request and use the Sample Individual Template, then the employer name doesn't show up on the request like it did last year.
Thank you in advance.
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Strongsilence-C
Level 9
01-14-2024
07:06 AM
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@Lob What did you learn? I don't know how to add my checklist either.
I find the navigation for Link isn't easy. About five years ago I started with 2 clients using Link, and TY2022 I have 5 clients so I'm not an expert. (Most of my clients are older and prefer paper organizers.)
Good luck. It seems to be a good tool, despite the lack of ease.
