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- How do you send a client batch to Inuit link?
How do you send a client batch to Inuit link?
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jtjohnsonjr
Level 1
01-02-2022
11:29 AM
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I am so frustrated and perplexed that I can only invite one client at a time to Intuit Link. Does anyone have a workaround to this issue? So much for streamlined practice management.
JT Johnson
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2 Comments 2
dascpa
Level 11
01-03-2022
04:27 PM
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And one more reason I don't use Link. Found too many posts with different kinds of problems. Theory is great, Intuit reality is not.
ljr
Level 8
01-04-2022
07:32 AM
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I've always sent each request by itself. I don't have a large number of clients that use it so I haven't tried to do a batch. Maybe because it can create individualized checklists for each client the program isn't written to do more than one at a time. Just a thought.
