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Level 2
November 7, 2025
Question

Is there a way to invite multiple clients to Intuit Link at the same time? similar to checklist batch

  • November 7, 2025
  • 0 replies
  • 7 views

It takes me a great deal of time to invite my clients to Intuit Link from my ProSeries.  Once invited I then have to go to the Intuit link portal and push all the clients for the invite to actually happen. Is there a better way?