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- Is there a way to invite multiple clients to Intuit Link at the same time? similar to checklist batch
Is there a way to invite multiple clients to Intuit Link at the same time? similar to checklist batch
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AMB Tax
Level 2
yesterday
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It takes me a great deal of time to invite my clients to Intuit Link from my ProSeries. Once invited I then have to go to the Intuit link portal and push all the clients for the invite to actually happen. Is there a better way?
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