Intuit Link

Forum|Forum|5 years ago
January 26, 2021
1 reply
122 views

When I click to invite a new client to use Intuit Link, it defaults to an email invite message I customized last year. I would like to change the "default" message so that I don't have to override it every time I invite a new client (i.e. it references last year, etc.). I know it can (or at least could) be customized because it is not a generic default email. Does anyone know where to change this default template?

I know how to add new templates to use in other requests, but I can't see where to change the default invite email. Any help is greatly appreciated!

Intuit Link

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itonewbie

Level 15

Which tax product do you use? The reason I ask is that the process is slightly different for each product.

---------------------------------------------------------------------------------Still an AllStar

J

JMossMLWAuthor

Level 2

We use Lacerte Tax. Not sure if there is something more specific than that that I am unaware of.

itonewbie

Level 15

Log into Intuit Link for Accountants;
Click on Firm Settings on the left panel;
Click on the Email Templates tab on the dashboard; and
Edit your existing template or create a new one.

If you send your organizers from 2019 Lacerte, I'm not sure if the changes you make to email templates there will flow through. You can certainly give that a try. But if you initiate the process within Intuit Link, your changes will definitely be reflected.

---------------------------------------------------------------------------------Still an AllStar

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