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Work smarter not harder
Level 2
January 24, 2020
Question

Intuit Link

  • January 24, 2020
  • 7 replies
  • 15 views

I see that I do not have to invite a repeat client each year to the Intuit Link portal.  How do they access it each with without me sending the link?

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7 replies

C
CVTS
Level 4
January 29, 2020

If the client still has the link, they login with email & password from prior year. I still upload their client checklist for the new tax year & send them a courtesy email with link.

X
xkwzt21
Level 3
February 5, 2020

Can you please explain how to upload the client checklist for a second year Intuit Link user please?  Is this the checklist that will show up in the requests section of Intuit Link to give the client a template of documents they had in 2018 so they can upload their 2019 items in the request section?

C
CVTS
Level 4
February 5, 2020

In ProSeries go to HomeBase View for 1040 (Not E-file Center). find client name & click on Invite under Intuit Link column. Check Create Checklist but do not Include Questionnaire.

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