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Why does Intuit Link not support bulk client invitations for organizers?

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Why does Intuit Link not support bulk client invitations for organizers?

Gsouls

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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1 Comment
John Falto
Level 1

I have the same issue. Early in the month, I called PS tech support and was told that all I had to do was highlight all the clients that I wanted to invite, then under TOOLS, go to the INTUIT INVITE and then invite clients. However, I then got an error message saying it could only be done one at a time. For a software that claims to make it easier, some things are not easy.

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