How can i communicate more than once in Intuit Link?

Forum|Forum|1 year ago
February 28, 2025
2 replies
22 views

Is there a way to communicate with clients securely beyond the initial interaction with Intuit Link?

For example, asking for SSN for a dependent. I won't send that in email since email is not secure. I cannot figure out in Intuit link how to converse, I can only do the initial send and customer's one reply.

Intuit Link

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GodFather

Intuit Community Champion

In the right-hand corner of Link is a "Notify Client" button. Press that and you should be able to communicate with the client via that means. Personally, I don't communicate much using Link. I prefer to use email, but that is just a personal preference.

ljr

Level 9

you can create a request for each item you want or want to ask about then hit notify client

for quick questions with no personal info being sent I use email otherwise link for asking for a copy of the social security card for example

GodFather

Intuit Community Champion

Agree, ljr. I think Link can be more intuitive but it works well for what I use it for. Mainly, it's a depository. I primarily use email to communicate though. I wish we could create folders within the client.

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