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How to send reminders to clients for Intuit Link

Rherman21
Level 2

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

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