Once your client tasks have been sent, your client will receive an email. They will be taken to a unique client view of Intuit Practice Management that exists for the related work.

Your client will be prompted to set up a 4-digit PIN. They will be asked for this PIN whenever they access these task on different devices. If they forget their PIN they can easily reset it by clicking Forgot PIN.

This PIN is chosen by your client, and unique to them. They will be able to use it whenever they access client tasks.

From their unique Intuit Practice Management view, your client can easily upload files to each task, and check it to signal they have completed it.

When your client completes a client task or adds a document you will receive a notification in Triage, and the client task will also be marked as completed in the piece of work.

To help you introduce client tasks to your clients, you may wish to use this email template.

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