Enhancing Efficiency in Intuit Link: A Proposal for Bulk Document Request Capability

Related products:ProSeries

Forum|Forum|2 years ago
January 17, 2024
2 replies
3 views

Currently, Intuit Link requires tax preparers to individually request tax documents from each client. This process can be quite time-consuming for professionals managing numerous clients. A more efficient approach would be the implementation of a feature allowing the sending of a standardized request or email template to all clients simultaneously. This enhancement would significantly streamline the document collection process in Intuit Link.

A

Anonymous

Thanks for the idea to send a bulk, standardized, or template email to multiple clients to collect documents with Intuit Link. We are changing the status to "Open for voting".

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M

myaccount

Level 2

It would be good to also notify a group of clients of an upcoming deadline, such as send all the Scorps a document submission deadline

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