Level 11
06-27-2021
02:41 PM
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@GodFather You asked about Intuit Link. I've been using it for a few years and have 40-50 clients I find it pretty effective and efficient once you figure out its quirks... Trick is to develop a workflow that fits with the rest of the practices.
If you have clients with the ability to scan and upload it's pretty useful.
BTW - Help desk tip & trick..... When you need Tech Support... if you tell the automated system that you need help with Intuit Link you'll get a higher level tech... (Intuit link is one of the last things their techs get trained on so, you generally get someone more experienced...... shhhh
If at first you don’t succeed…..find a workaround