Sending multiple Email for info requests with Intuit Link in Pro Series

Forum|Forum|6 years ago
July 20, 2020
8 replies
61 views

How can I send a data request ( with Intuit link for Proseries) by email to more than one person.?

Intuit Link

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T

Terry53029

Intuit Community Champion

If you are talking a general request that would apply to all clients you click on "Invitation Reminders" when in link, and type in your message. If you are talking about specific info from each client I believe you have to do that one at a time as far as I know, maybe someone knows a better way.

S

slennerAuthor

Level 2

Thanks for your input. Let me clarify, If you invited the husband and he accepts, how can I also send a request to the wife, who was not originally invited. The husband and wife do not share emails.

itonewbie

Level 15

@slenner wrote:
Thanks for your input. Let me clarify, If you invited the husband and he accepts, how can I also send a request to the wife, who was not originally invited. The husband and wife do not share emails.

The short answer is no, you can't.

This is one of the most frequently requested features for Intuit Link, based on the questions we have seen over the years. However, Intuit Link can only be associated with one email address (based on that person's Intuit account).

I supposed the limitation is by design because, unlike QBO or PTO, which are firm-based products that involve multiple users, Intuit Link was designed with individuals in mind. What Intuit did not take into account is that you could have two spouses needing access to Link separately to provide information on the same return. Unfortunately, we haven't seen any indication that Intuit is planning to change that anytime soon.

---------------------------------------------------------------------------------Still an AllStar

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