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Good Day Community!
Is there a way to obtain a log of the messages with clients via the Intuit Link?
Thank you
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Wonderful-- Many Thanks!
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If I am understanding your question, when you are viewing the customer's intuit link, there is a small clip board and something that looks like a clock or circle. if you click on the circle, it is the activity log.
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Many thanks for your reply. I can see the activity log of when the client completed their tax organizer and uploaded documents.
Is there a way to message the client via intuit link and they message us back? Is there a log for this feature?
Thank you again!
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If you go in and view there information. You can edit the questions etc and at the bottom click on "notify Client" and the bottom.
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Wonderful-- Many Thanks!