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How to send reminders to clients for Intuit Link
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Rherman21
Level 2
06-22-2022
02:57 PM
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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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