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Intuit

Requesting Responses and Documents from Clients Using Intuit Link

Intuit Link provides preparers with the ability to request responses and documents from clients and manage their replies and request status.

Requesting Responses and Documents from Clients Solution Description

Navigate and log on to the Intuit Link site.
Select the "Clients" link on the left-side menu; the list of clients displays:

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Click on the client to request information and documents from; their details display:
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Click the "Add Request button":
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The "Add Request" window displays:
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Creating a Single Request 
Select the "Single Request" option in the "Add Request" window:
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Select the "Request Type" from the menu; these options include:
  • Document: a single document request made to a client, such as for a T1 form
  • Yes/No Answer: a question made to a client, such as "Have you had any additional income?"
  • Open Ended Answer: a question made to a client, such as "What is your new address?"
  • Engagement Letter: a communication that provides for a broader, in-depth response from the client
Click the corresponding radio button for the request type.
Enter the text of the request into the "Request Text" field:
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To include an additional request, click the "Add Another" button:
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The first request saves as a draft under the client's details summary; you can now compose the next request.
Click the "Save" button when all requests are completed.
The request is saved in the client details summary; it displays the text, the status ("Draft"), and the creation date:
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Click the "Send 'X' Draft Requests" button:
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The "Send Request and Invite Client to Inuit Link" window displays:
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Review the content of the request. If correct, click the "Send Invite/Request" button.
The request is sent to the client.
Creating a Request Template 
Navigate and log on to the Intuit Link site.
Select the "Clients" link on the left-side menu; the list of clients displays:
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Click on the client to request information and documents from; their details display:
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Click the "Add Request" button:
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The "Add Request" window displays:
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Select the "Request Templates" option:
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The "Add Request" window displays template types and their related questionnaire content.
To select a template, click on the "Template" field down-arrow; the template options display:
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Select the choice of template from the menu; the "Questionnaire" field populates with pre-determined questions for the client:
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In addition, the "Documents" field populates with a pre-determined list of documents required by the preparer:
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If the questions or documents tied to a template need to be altered, click the "gear" icon next to the "Template" field:
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The "Request Templates" page displays:
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Select the template to be altered on the left-side menu (e.g., "Sample S-Corp Template"); the individual questions assigned to the template display.
Click the down-arrow in the question type field to change the nature of a desired response (e.g., from "Yes or No" to "Open Ended").
Click the "garbage can" User-added image icon  to delete any unnecessary questions.
Click the "+Add Question" icon to add new questions to the template; a blank field displays to be populated with the new question and response type:
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Click the "Add Engagement" button to add new communication field to the Questionnaire:
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Click the "Add document Request" button to add a new document request for the client:
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Click the "pages" icon User-added image next to a template name; a new template is created that can be customized.
"Save" button to save any changes.
The request is saved in the client details summary; it displays the text, the status ("Draft"), and the creation date:
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Click the "Send 'X' Draft Requests" button:
The "Send Request and Invite Client to Inuit Link" window displays:
Review the content of the request. If correct, click the "Send Invite/Request" button.
The request is sent to the client.
Note: requests cannot be bulk emailed and must be done individually.

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