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- Re: intuit link invitations
intuit link invitations
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cantontaxgroup
Level 3
01-19-2023
04:43 PM
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I am using Intuit Link with ProSeries Professional (Cloud-based) for the first time this year. After I spend so much time inviting clients one at a time this year, will I have to invite them all again next year if they accept my first invitation? I think it's ridiculous that they haven't come up with a way to invite everyone all at once but I can live with it if I know I don't have to do it again next year.
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Skylane
Level 11
01-19-2023
11:03 PM
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I’ve been using Intuitlink for a few years… if they have their credentials from last year they should be able to log in without an invitation… so you shouldn’t have to invite them all. Those that lost their credentials send me a quick email and i send a new invitation
yes they could have done a better job but it’s pretty functional and when it works i can fit it into my workflow pretty well. Only 20-30% of my clientele have the ability to work in a paperless environment
If at first you don’t succeed…..find a workaround
