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M
maczee
Level 3
March 9, 2025
Question

ProSeries Default Template to Intuit Link

  • March 9, 2025
  • 0 replies
  • 1 view

We use Intuit link to accept uploaded client information. When inviting a client for the first time from ProSeries Invite to Intuit Link, what default template does ProSeries generate the questionnaires that appear on the Intuit link?

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