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Level 2
January 12, 2024
Question

Intuit Link -- How to view message sent to clients

  • January 12, 2024
  • 1 reply
  • 2 views

Hi everyone,

 

I just sent out a batch request with a custom message that I thought would have saved but it didn't and it went back to the generic:

Hello Client name,
 
I'm using Intuit Link to collect your tax info this year. Please sign in here so we can get started.
 
Thank you,
...
 
Does anybody know how I would be able to view the message I had previously sent out. 
 
Thank you all for your help.
This topic has been closed for replies.

1 reply

itonewbie
Level 15
January 12, 2024

Unless something has changed (and Intuit hasn't highlighted that for this year), you can't.  Not that Intuit doesn't know people have been asking for this though.

Make a wish on this link.  If you promise to be good, Santa may bring you a present the next Christmas: https://accountants.intuit.com/community/proconnect-tax-idea-exchange/idb-p/605

---------------------------------------------------------------------------------Still an AllStar
jessv1Author
Level 2
January 12, 2024

I'll make my wish and extra be good this year, hoping it comes true. 

Thank you!