Intuit Link inside ProConnect Tax Online

Forum|Forum|6 years ago
April 21, 2020
1 reply
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I invited my new client on Link and only put the Engagement Letter in the request. Is there a way to add the Document Checklist now so she can upload PDF on her side? I can't find a way to make another request after the first one.

Intuit Link

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Best answer by itonewbie

On the homepage for PTO, click on Intuit Link;
On the line for the client in whose Document Checklist you would like to add an item, click on View request under the ACTIONS column;
Click on Edit;
On the line for Document Checklist, click on Edit;
Scroll to the bottom of the screen, click on +Add Item;
Edit your Q&A;
Click on Preview to view how it looks before saving or hit Save when complete;
Check the box for Notify client (so that your client will be informed of the new request);
Click Save;
Edit the stock message in the popup to notify client of the new request;
Click Send email when complete (P.S. you won't get a copy of the message by email or in Link)

itonewbieAnswer

Level 15

On the homepage for PTO, click on Intuit Link;
On the line for the client in whose Document Checklist you would like to add an item, click on View request under the ACTIONS column;
Click on Edit;
On the line for Document Checklist, click on Edit;
Scroll to the bottom of the screen, click on +Add Item;
Edit your Q&A;
Click on Preview to view how it looks before saving or hit Save when complete;
Check the box for Notify client (so that your client will be informed of the new request);
Click Save;
Edit the stock message in the popup to notify client of the new request;
Click Send email when complete (P.S. you won't get a copy of the message by email or in Link)