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ProFile Help

Create custom email templates in Intuit Link


Create and save email templates for messages you frequently send to your clients. Such as custom Invite emails, custom reminder emails, and custom send request emails.

Create email templates in Intuit Link:

1. Login to your Intuit Link for Accountants account.

2. Click Firm Settings on the left navigation bar.

3. Select the Email Templates tab.

4.Click the New Template button.

5.Give your template a title, subject, and type the desired text in the Email Body section.

TAGS: You can use tags as a placeholder in your letter for the client name and your firm name.  Link reads the tags and replaces it with your client's name.  Same goes for the Firm Name tag.  Link reads the tag and replaces it with your actual firm name.

6.Click Save to save you template.

7.Repeat the steps above to create additional templates.

Now when you send an invitation, a request for data, or a reminder to your clients, you can select the appropriate template from the Templates selection menu.

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