Does anyone know how to access this new feature in Link? "New features Bulk upload for taxpayers"

userrjfoxcpa · ‎01-11-2021

I have been on various chats with Intuit where they indicate that this new feature is within the link request sent to clients, however when testing there does not appear to be a bulk upload option, only the standard checklist attach options.

itonewbie · ‎01-11-2021

The same question was raised in the FB group but it doesn't seem like it is functional yet. The article refers to a Documents screen but that exists only in the legacy Intuit Link portal and not in the Intuit Link drawer within PTO. Will call out to Austin and see if he is able to offer any insight.

https://proconnect.intuit.com/community/import-or-export-data-files/help/what-is-intuit-link/00/5339...

@IntuitAustin Hi, Austin, would you know when the new function will be available? Thanks!

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Still an AllStar

IntuitAustin · ‎01-13-2021

Hey @itonewbie, I've reached out to our product team. Waiting on a definitive answer!

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Neatalia · ‎12-13-2022

11 months later.....any update on this?

We would like to send out a mass/bulk upload of our client packet to all of our active Link clients. Having to upload each one for over 3,500 clients is very very tedious and time consuming task. Is there an available option for this yet?TIA!

Does anyone know how to access this new feature in Link? "New features Bulk upload for taxpayers"

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