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- Can Intuit Link do more communication with client after inital?
Can Intuit Link do more communication with client after inital?
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shammond
Level 2
02-21-2025
10:09 PM
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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?
