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jtjohnsonjr
Level 2
January 2, 2022
Question

How do you send a client batch to Inuit link?

  • January 2, 2022
  • 2 replies
  • 12 views

I am so frustrated and perplexed that I can only invite one client at a time to Intuit Link. Does anyone have a workaround to this issue? So much for streamlined practice management.

This topic has been closed for replies.

2 replies

dascpa
dascpa
Level 11
January 3, 2022

And one more reason I don't use Link.  Found too many posts with different kinds of problems.  Theory is great, Intuit reality is not.

ljr
ljr
Level 9
January 4, 2022

I've always sent each request by itself. I don't have a large number of clients that use it so I haven't tried to do a batch. Maybe because it can create individualized checklists for each client the program isn't written to do more than one at a time. Just a thought.

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