Intuit Link Client Portal enhance reminder email functionality

[MJP_CTM]

I really appreciate the creation of the functionality to send a weekly reminder to clients to get started in the portal.  However, I would like the ability to have more flexibility and more options on the details of this functionality.  For example, I would like to be able to change the wording of the reminder emails themselves, so they are not so confusing.  I would also like to pause the initial reminders once the client gets started in the portal (not keep reminding them every week until they mark it as done, since the reminders are set to end at 5).  For some, I may want to pause reminders once they get started, and then restart the reminders after two or three weeks of no activity.  For some clients, especially those who have a lot of K-1s which aren't available until March or later, I would like to hold off on starting the reminders for a month or more.  For others, I may want to remind them every 2 weeks, instead of weekly.  

[KenGreenberg]

While we're at it, I would like all emails that go out to be stored in an accessible tab. I had suggested this years ago for ProSeries old Intuit Link  - and it was welcome functionality. We still don't have it in Proconnect.

We need:

• Access to all sent emails in Pro Intuit Link
• Ideally, a way to connect our Outlook or other email clients to this
• A way to access the sent emails in DocuSign. 

[TrishT]

Our clients complained so much the first year about getting Intuit Link reminders that we stopped using them all together last year.   Having more control over this would be ideal.  Definitely the ability to stop the reminders would be a step in the right direction.