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Intuit Link inside ProConnect Tax Online

Level 1

I invited my new client on Link and only put the Engagement Letter in the request.  Is there a way to add the Document Checklist now so she can upload PDF on her side?  I can't find a way to make another request after the first one.

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1 Solution

Accepted Solutions
Level 15
  1. On the homepage for PTO, click on Intuit Link;
  2. On the line for the client in whose Document Checklist you would like to add an item, click on View request under the ACTIONS column;
  3. Click on Edit;
  4. On the line for Document Checklist, click on Edit;
  5. Scroll to the bottom of the screen, click on +Add Item;
  6. Edit your Q&A;
  7. Click on Preview to view how it looks before saving or hit Save when complete;
  8. Check the box for Notify client (so that your client will be informed of the new request);
  9. Click Save;
  10. Edit the stock message in the popup to notify client of the new request;
  11. Click Send email when complete (P.S. you won't get a copy of the message by email or in Link)
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Still an AllStar

View solution in original post

3 Replies 3
Level 15
  1. On the homepage for PTO, click on Intuit Link;
  2. On the line for the client in whose Document Checklist you would like to add an item, click on View request under the ACTIONS column;
  3. Click on Edit;
  4. On the line for Document Checklist, click on Edit;
  5. Scroll to the bottom of the screen, click on +Add Item;
  6. Edit your Q&A;
  7. Click on Preview to view how it looks before saving or hit Save when complete;
  8. Check the box for Notify client (so that your client will be informed of the new request);
  9. Click Save;
  10. Edit the stock message in the popup to notify client of the new request;
  11. Click Send email when complete (P.S. you won't get a copy of the message by email or in Link)
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Still an AllStar

View solution in original post

Level 1

Thanks so much!  My first try using the Community resource.  I appreciate the feedback.

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Level 15

Glad it helps, @Jdave8232! See you around.

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Still an AllStar
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