I am a user of Proseries Professional. Every tax season, using Intuit link to to gather client's tax information is truly a pain and highly inefficient. Imaging having 150 - 200 clients and have to send each client the organizer email using Intuit link.
My question is why does Intuit Link not support bulk client invitations for organizers?
At least practioners should
have the ability to select multiple or all clients
Send Intuit Link invitations and tax organizers in bulk
Bulk resend to non-responders
Batch status tracking (sent / opened / completed)
This would have users to be more efficient in their practice.
Your thoughts please.
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