How do you send a client batch to Inuit link?

[jtjohnsonjr]

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.

[dascpa]

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]

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.