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M
MDFTAX
Level 3
January 31, 2025
Solved

Logs of Messages via Intuit Link

  • January 31, 2025
  • 1 reply
  • 7 views

Good Day Community!

Is there a way to obtain a log of the messages with clients via the Intuit Link?

 

Thank you

    This topic has been closed for replies.
    Best answer by MDFTAX

    If you go in and view there information.  You can edit the questions etc and at the bottom click on "notify Client" and the bottom.    


    Wonderful-- Many Thanks!

    1 reply

    F
    ftpbooks
    Level 3
    January 31, 2025

    If I am understanding your question, when you are viewing the customer's intuit link, there is a small clip board and something that looks like a clock or circle.  if you click on the circle, it is the activity log.  

    M
    MDFTAXAuthor
    Level 3
    January 31, 2025

    Many thanks for your reply. I can see the activity log of when the client completed their tax organizer and uploaded documents.

    Is there a way to message the client via intuit link and they message us back? Is there a log for this feature?

     

    Thank you again!

    F
    ftpbooks
    Level 3
    February 1, 2025

    If you go in and view there information.  You can edit the questions etc and at the bottom click on "notify Client" and the bottom.    

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