Currently, Intuit Link requires tax preparers to individually request tax documents from each client. This process can be quite time-consuming for professionals managing numerous clients. A more efficient approach would be the implementation of a feature allowing the sending of a standardized request or email template to all clients simultaneously. This enhancement would significantly streamline the document collection process in Intuit Link.
Thanks for the idea to send a bulk, standardized, or template email to multiple clients to collect documents with Intuit Link. We are changing the status to "Open for voting".
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