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Level 3
February 22, 2025
Question

Can Intuit Link do more communication with client after inital?

  • February 22, 2025
  • 0 replies
  • 6 views

Intuit Link is a great way to gather info to start a return.

However, how can we communicate with customers securely after this? 

Asking about dependent SSN and birthdate 

or telling a customer what they owe and ask how they want to pay the IRS and collect Routing and account number.

How can we do this?

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